Loading...
ACFR (Year Ended December 31, 2023) VILLAGE OF OAK BROOK, ILLINOIS ANNUAL COMPREHENSIVE FINANCIAL REPORT For the Year Ended December 31, 2023 Prepared by Finance Department Marilyn Fumero, CPA Finance Director VILLAGE OF OAK BROOK, ILLINOIS TABLE OF CONTENTS Page(s) INTRODUCTORY SECTION Principal Officials ............................................................................................................. i Organization Chart ............................................................................................................ ii Certificate of Achievement for Excellence in Financial Reporting .................................. iii Letter of Transmittal ......................................................................................................... iv-ix FINANCIAL SECTION INDEPENDENT AUDITOR’S REPORT ........................................................................ 1-4 INDEPENENT AUDITOR’S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS ............................. 5-6 GENERAL PURPOSE EXTERNAL FINANCIAL STATEMENTS Management’s Discussion and Analysis ..................................................................MD&A 1-13 Basic Financial Statements Government-Wide Financial Statements Statement of Net Position ................................................................................... 7-8 Statement of Activities ....................................................................................... 9-10 Fund Financial Statements Governmental Funds Balance Sheet ................................................................................................. 11 Reconciliation of Fund Balances of Governmental Funds to the Governmental Activities in the Statement of Net Position .................... 12 Statement of Revenues, Expenditures, and Changes in Fund Balances ........ 13 VILLAGE OF OAK BROOK, ILLINOIS TABLE OF CONTENTS (Continued) Page(s) FINANCIAL SECTION (Continued) GENERAL PURPOSE EXTERNAL FINANCIAL STATEMENTS (Continued) Basic Financial Statements (Continued) Fund Financial Statements (Continued) Governmental Funds (Continued) Reconciliation of the Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balances to the Governmental Activities in the Statement of Activities ...................................................... 14 Proprietary Funds Statement of Net Position .............................................................................. 15-16 Statement of Revenues, Expenses, and Changes in Net Position .................. 17 Statement of Cash Flows ............................................................................... 18-19 Fiduciary Funds Statement of Fiduciary Net Position ................................................................. 20 Statement of Changes in Fiduciary Net Position ............................................. 21 Notes to Financial Statements ................................................................................. 22-68 Required Supplementary Information Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual General Fund ...................................................................................................... 69 Schedule of Employer Contributions Illinois Municipal Retirement Fund ................................................................... 70 Police Pension Fund ........................................................................................... 71 Firefighters’ Pension Fund ................................................................................. 72 Schedule of Changes in the Employer’s Net Pension Liability and Related Ratios Illinois Municipal Retirement Fund ................................................................... 73-74 Police Pension Fund ........................................................................................... 75-76 Firefighters’ Pension Fund ................................................................................. 77-78 VILLAGE OF OAK BROOK, ILLINOIS TABLE OF CONTENTS (Continued) Page(s) FINANCIAL SECTION (Continued) GENERAL PURPOSE EXTERNAL FINANCIAL STATEMENTS (Continued) Required Supplementary Information (Continued) Schedule of Changes in the Employer’s Total OPEB Liability and Related Ratios Other Postemployment Benefits Plan ................................................................. 79 Schedule of Investment Returns Police Pension Fund ........................................................................................... 80 Firefighters’ Pension Fund ................................................................................. 81 Notes to Required Supplementary Information ...................................................... 82-83 COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES MAJOR GOVERNMENTAL FUNDS General Fund Schedule of Revenues - Budget and Actual ....................................................... 84 Schedule of Expenditures - Budget and Actual .................................................. 85-91 Infrastructure Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual ............................................................... 92-93 NONMAJOR GOVERNMENTAL FUNDS Combining Balance Sheet ....................................................................................... 94 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances .............................................................................. 95 Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual Motor Fuel Tax Fund .......................................................................................... 96 Hotel/Motel Tax Fund ........................................................................................ 97 Promenade TIF Fund .......................................................................................... 98 MAJOR ENTERPRISE FUNDS Waterworks System Fund Schedule of Revenues, Expenses, and Changes in Net Position - Budget and Actual ............................................................................................ 99 Schedule of Detailed Expenses - Budget and Actual - Budgetary Basis ........... 100 VILLAGE OF OAK BROOK, ILLINOIS TABLE OF CONTENTS (Continued) Page(s) FINANCIAL SECTION (Continued) COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES (Continued) MAJOR ENTERPRISE FUNDS (Continued) Sports Core Fund Schedule of Revenues, Expenses, and Changes in Net Position - Budget and Actual ............................................................................................ 101 Schedule of Detailed Revenues - Budget and Actual ......................................... 102 Schedule of Detailed Expenses - Budget and Actual - Budgetary Basis ........... 103-105 INTERNAL SERVICE FUNDS Combining Statement of Net Position ..................................................................... 106 Combining Statement of Revenues, Expenses, and Changes in Net Position ........................................................................................ 107 Combining Statement of Cash Flows ...................................................................... 108-109 Schedule of Revenues, Expenses, and Changes in Net Position - Budget and Actual - Budgetary Basis Insurance Fund ................................................................................................... 110 Garage Fund ....................................................................................................... 111 Capital Replacement Fund ................................................................................. 112 FIDUCIARY FUNDS PENSION TRUST FUNDS Combining Statement of Net Position ................................................................ 113 Combining Statement of Changes in Plan Net Position ..................................... 114 STATISTICAL SECTION Financial Trends Net Position by Component ......................................................................................... 115-116 Change in Net Position ................................................................................................. 117-120 Fund Balances of Governmental Funds ....................................................................... 121-122 Changes in Fund Balances of Governmental Funds .................................................... 123-124 VILLAGE OF OAK BROOK, ILLINOIS TABLE OF CONTENTS (Continued) Page(s) STATISTICAL SECTION (Continued) Revenue Capacity Assessed Value and Actual Value of Taxable Property .............................................. 125 Direct and Overlapping Governments ......................................................................... 126 Principal Sales Taxpayers ............................................................................................. 127 Direct and Overlapping Sales Tax Rates ..................................................................... 128 Retail Sales Volume - Top 25 Illinois Communities ................................................... 129 Sales Tax Receipts - Cash Basis ................................................................................... 130 State Sales Tax Receipts by Month - Cash Basis ......................................................... 131 Non-Home Rule Sales Tax Receipts by Month - Cash Basis ...................................... 132 Sales Tax by Category .................................................................................................. 133 Non-Home Rule Sales Tax by Category ...................................................................... 134 Debt Capacity Ratios of Outstanding Debt by Type ............................................................................ 135 Direct and Overlapping Governmental Activities Debt ............................................... 136 Legal Debt Margin Information ................................................................................... 137 Demographic and Economic Information Demographic and Economic Information .................................................................... 138 Principal Employers ..................................................................................................... 139 Operating Information Full-Time Equivalent Employees................................................................................. 140-143 Operating Indicators by Function ................................................................................. 144 Capital Asset Statistics by Function ............................................................................. 145 INTRODUCTORY SECTION - i - VILLAGE ELECTED OFFICIALS As of December 31, 2023 Laurence Herman President Melissa Martin Trustee Michael Manzo Trustee James Nagle Trustee A. Suresh Reddy Trustee Edward Tiesenga Trustee Naveen Jain Trustee Natasha Scarpiniti Village Clerk VILLAGE DEPARTMENT DIRECTORS Greg Summers Village Manager Tim O’Malley Interim Public Works Director Marilyn Fumero Finance Director Jacob Post Head Librarian Kevin Fleege Fire Chief Thomas Gilbert Information Technology Services Director Rebecca Von Drasek Development Services Director Joseph Mitchell Assistant Village Manager Art Segura Sports Core Director - ii - - iii - - iv - - v - - vi - - vii - - viii - - ix - FINANCIAL SECTION 1415 West Diehl Road, Suite 400 Naperville, IL 60563 630.566.8400 INDEPENDENT AUDITOR’S REPORT The Honorable President Members of the Board of Trustees Village of Oak Brook, Illinois Opinions We have audited the accompanying financial statements of the governmental activities, the business - type activities, each major fund, and the aggregate remaining fund information of the Village of Oak Brook, Illinois (the Village), as of and for the year ended December 31, 2023, and the related notes to financial statements, which collectively comprise the Village ’s basic financial statements as listed in the table of contents. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of the Village of Oak Brook, Illinois, as of December 31, 2023, and the respective changes in financial position and, where applicable, cash flows thereof for the year then ended in conformity with accounting principles generally accepted in the United States of America. Basis for Opinions We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the Village of Oak Brook, Illinois, and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Change in Accounting Principle As described in Note 15 to the financial statements, in 2023, the Village adopted new accounting guidance, the Governmental Accounting Standards Board (GASB) Statement No. 94, Public-Private and Public-Public Partnerships and Availability Payment Arrangements, and GASB Statement No. 96, Subscription-Based Information Technology Arrangements. Our opinion is not modified with respect to this matter. - 1 - Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the Village ’s ability to continue as a going concern for 12 months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Auditor’s Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor ’s report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and, therefore, is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with generally accepted auditing standards and Government Auditing Standards, we: • Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Village’s internal control. Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. • Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the Village ’s ability to continue as a going concern for a reasonable period of time. - 2 - We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control-related matters that we identified during the audit. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis and the required supplementary information listed in the table of contents be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic , or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management ’s responses to our inquiries, the basic financial statements and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Village’s basic financial statements. The combining and individual fund financial statements and schedules are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual fund financial statements and schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual fund financial statements and schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. We also have previously audited, in accordance with auditing standards generally accepted in the United States of America, the Village of Oak Brook, Illinois’ basic financial statements for the year ended December 31, 2022, which are not presented with the accompanying financial statements , and we expressed unmodified opinions on the respective financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information. That audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Village of Oak Brook, Illinois’ basic financial statements as a whole. The budget and actual data for each fund (with comparative actual) for the year ended - 3 - December 31, 2022, are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and related directly to the underlying accounting and other records used to prepare the 2022 basic financial statements. The information was subjected to the audit procedures applied in the audit of those basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the 2022 budget and actual data for each fund (with comparative actual) are fairly stated in all material respects in relation to the basic financial statements from which they have been derived. Other Information Management is responsible for the other information included in the annual report. The other information comprises the introductory and statistical sections but does not include the basic financial statements and our auditor’s report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated June 20, 2023, on our consideration of the Village of Oak Brook, Illinois ’ internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the Village of Oak Brook, Illinois ’ internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Village of Oak Brook, Illinois’ internal control over financial reporting and compliance. Naperville, Illinois June 20, 2024 - 4 - 1415 West Diehl Road, Suite 400 Naperville, IL 60563 630.566.8400 INDEPENDENT AUDITOR’S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS The Honorable President Members of the Board of Trustees Village of Oak Brook, Illinois We have audited, in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the Village of Oak Brook, Illinois (Village) as of and for the year ended December 31, 2023, and the related notes to the financial statements, which collectively comprise the Village of Oak Brook, Illinois’ basic financial statements and have issued our report thereon dated June 20, 2024. Report on Internal Control over Financial Reporting In planning and performing our audit of the financial statements, we considered the Village of Oak Brook, Illinois’ internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Village of Oak Brook, Illinois’ internal control. Accordingly, we do not express an opinion on the effectiveness of the Village of Oak Brook, Illinois’ internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements, on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected, on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or, significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses or significant deficiencies may exist that were not identified. - 5 - Report on Compliance and Other Matters As part of obtaining reasonable assurance about whether the Village of Oak Brook, Illinois’ financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the financial statements. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of This Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. Naperville, Illinois June 20, 2024 - 6 - GENERAL PURPOSE EXTERNAL FINANCIAL STATEMENTS (See independent auditors’ report) MD&A 1 VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS December 31, 2023 As the management of the Village of Oak Brook (the “Village”), we offer readers of the Village’s financial statements this narrative overview and analysis of the financial activities of the Village for the fiscal year ended December 31, 2023. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in the Transmittal Letter (beginning on page iv) and the Village’s Financial Statements (beginning on page 7). This discussion and analysis are designed to (1) assist the reader in focusing on significant financial issues, (2) provide an overview of the Village’s financial activity, (3) identify changes in the Village’s financial position (its ability to address the next and subsequent year challenges), (4) identify any material deviations from the financial plan (the approved budget), and (5) identify individual fund issues or concerns. HIGHLIGHTS Financial Highlights • For the year ending December 31, 2023, the Village’s total (combined governmental and business-type) assets and deferred outflows of resources exceeded liabilities and deferred inflows of resources by $158.1 million (referred to as net position). • The Village’s total net position increased by $15.1 million, or 10.6%, compared to the prior year. • The governmental activities reported a total net position of $88.6 million, which is an increase of $10.7 million, or 13.7%, in comparison to the prior year’s balance. The unrestricted portion of the net position is a $9.2 million deficit, which is a vast improvement from the prior year’s $18.8 million deficit. The change to the unrestricted net position is due to the reduction of Police, Fire & IMRF Pension and Other Postemployment Benefit (OPEB) liabilities based on actuarial estimates. The vast improvement is due to the Village’s commitment to pay down pension liabilities. In addition, the extinguishment of the remaining Promenade TIF note payable is subject to the control of the Village, but for which was not related to the Village's ordinary typical activities is reported as a special item on the statement of activities. • The business-type activities reported a total net position of $69.5 million, which is an increase of $4.4 million, or 6.8%, in comparison to the prior year’s balance. The unrestricted portion of the net position is $28.4 million. The change is attributed to profits from the 2022 sale of the non-corporate water main lines. The Village continues to be the water supplier for Aqua’s newly acquired customer base. • The Village had a total (governmental and business-type activities combined) unrestricted net position of $19.1 million on December 31, 2023, which is an improvement of $15.0 million from last year. VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 2 • Total revenues decreased $7.6 million, or 11.0%, in comparison to the prior year. Of the total decrease, governmental activities revenues increased $3.5 million, or 8.4%, and business-type activities revenues decreased $11.1 million, or 40.5%. The reduction in business-type activities revenue is due to the one-time revenue source generated in 2022 from the sale of the non-corporate water main lines. • Total expenses increased $5.4 million, or 12.8%, in comparison to the prior year. Of the total increase, governmental activities expenses increased $4.5 million, or 14.1%, and business-type activities expenses increased $1.0 million, or 9.1%. The increase in expenditures is attributed to supplemental pension contributions and personnel costs related to the ratified collective bargaining agreement that expired in 2021. Government-Wide Financial Statements The government-wide financial statements are designed to provide readers with a broad overview of the Village’s finances, in a manner similar to a private-sector business. The focus of the Statement of Net Position presents information on all the Village’s assets/deferred outflows of resources and liabilities/deferred inflows of resources, with the difference between the two reported as net position. This statement combines and consolidates governmental fund’s current financial resources (short-term spendable resources) with capital assets and long-term obligations using the accrual basis of accounting and economic resources measurement focus. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the Village is improving or deteriorating. The Statement of Activities presents information showing how the government’s net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of the cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g., earned but unused compensated absences). Both government-wide financial statements (see pages 7-10) distinguish functions of the Village that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the Village reflect the Village’s basic services, including administration, police, fire and emergency medical services, engineering, public works, library, and community development. The business-type activities of the Village, which are based on a fee for service designed to cover all or most of the cost of operation, include the waterworks system and operations of the Oak Brook Sports Core. Fund Financial Statements Traditional users of governmental financial statements will find the Fund Financial Statements to be more familiar. The focus of the presentation is on major funds rather than fund types. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The Village, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 3 requirements. All the funds of the Village can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental Funds. Governmental funds are used to account for the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government’s near - term financing requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the government’s near-term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The Village maintains six individual governmental funds. Information is presented separately in the governmental fund balance sheet and statement of revenues, expenditures, and changes in fund balances for the General Fund and Infrastructure Fund, both of which are “major” funds. Data from the other four governmental funds are combined into a single, aggregate presentation. Individual fund data for each of these non-major governmental funds is provided in the form of combining statements elsewhere in this report. The Village adopts an annual budget for each of its governmental funds, except for the Foreign Fire Insurance fund. A budgetary comparison statement has been provided elsewhere in this report to demonstrate compliance with the budget. The basic governmental fund financial statements can be found on pages 11 through 14 of this report. Proprietary Funds. The Village maintains two distinct types of proprietary funds: enterprise funds and internal service funds. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The Village uses enterprise funds to account for its waterworks system and the operations of the Oak Brook Sports Core. Internal service funds are an accounting device used to accumulate and allocate costs internally among the Village’s various functions. The Village uses internal service funds to account for the costs of health and dental insurance, garage operations, and the advance funding of equipment replacement. Because the Village’s costs for these items relate to both governmental and business- type functions, the costs have been allocated to each type of activity where appropriate. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for the Waterworks System and the Oak Brook Sports Core, both of which are major funds of the Village. Conversely, the internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements. Individual fund data for the internal service funds is provided in the form of combining statements elsewhere in this report. VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 4 The basic proprietary fund financial statements can be found on pages 15 through 19 of this report. Fiduciary Funds. Fiduciary funds are used to account for resources held for the benefit of parties outside of the government. Fiduciary funds are not reflected in the government-wide financial statements because the resources of those funds are not available to support th e Village’s own programs. The accounting used for fiduciary funds is much like that used for proprietary funds. The Village maintains two fiduciary funds: the Police Pension Fund and the Firefighters’ Pension Fund. The Village does not adopt an annual budget for either of these funds. The basic fiduciary fund financial statements can be found on pages 20 and 21 of this report. Infrastructure Assets Prior to 2003, the Village’s largest group of assets (infrastructure assets- roads, bridges, storm sewers, etc.) were not reported nor depreciated in governmental financial statements. GASB Statement No. 34, which was implemented in 2003, requires that these assets be valued and reported within the Governmental Activities column of the Government-wide Statements. Additionally, the Village must elect to (1) depreciate the assets over their estimated useful life or (2) develop a system of asset management designed to maintain the service delivery potential to near perpetuity (modified approach). The Village has chosen to depreciate assets over their useful life. If a road project is considered maintenance-a recurring cost that does not extend the original useful life or expand its capacity-the cost of the project will be expensed. An “overlay” of a road will be considered maintenance whereas a “rebuild” of a road will be capitalized. Notes to the Financial Statements The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The notes to the financial statements can be found on pages 22 through 68 of this report. Other Information In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information concerning the Village’s budgetary compliance and progress in funding its pension and OPEB obligations to provide benefits to its employees. Required supplementary information can be found on pages 69 through 83 of this report. The combining statements referred to earlier are presented immediately following the required supplementary information. Combining and individual fund statements and schedules can be found on pages 84 through 114 of this report. Financial Analysis of the Village as a Whole Beyond presenting current year financial information in the government-wide and major individual fund formats, the Village also presents comparative information from the prior year in the Management’s Discussion and Analysis. By doing so, the Village is providing an additional means of analyzing its financial condition and financial position compared to December 31, 2022. VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 5 GOVERNMENT-WIDE STATEMENTS The Government-wide Financial Statements were designed so that the user can determine if the Village’s financial position has improved or deteriorated from the prior year. Statement of Net Position The following table reflects a Summary of Net Position for fiscal years 2023 and 2022. Cash and investments, included in the current and other assets line, increase $15.27 million, or 20.3% compared to the prior year. Total cash and investments were $90.4 million on December 31, 2023, with $62.3 million in Governmental Activities and $28.1 million in Business-Type Activities. The net investment in capital assets is the largest portion of net position. This represents capital assets (land, buildings, improvements, equipment, infrastructure, and construction in progress), net of accumulated depreciation, and the outstanding related debt used to acquire the assets. The Village uses these capital assets to provide services to its citizens and these assets are not available 2023 2022 2023 2022 2023 2022 Assets Current and Other Assets 75.1$ 69.5$ 30.8$ 27.2$ 105.9$ 96.7$ Capital Assets 80.3 81.1 41.5 41.2 121.8 122.4 Total Assets 155.4$ 150.6$ 72.3$ 68.4$ 227.7$ 219.0$ Deferred Outflows of Resources 15.8$ 18.9$ 1.2$ 0.6$ 17.1$ 19.5$ Liabilities Long-Term Liabilities 69.7$ 72.9$ 1.7$ 0.8$ 71.4$ 73.7$ Other Liabilities 6.6 8.2 0.9 0.7 7.5 8.9 Total Liabilities 76.3$ 81.2$ 2.6$ 1.5$ 78.9$ 82.6$ Deferred Inflows of Resources 6.4$ 10.5$ 1.5$ 2.5$ 7.9$ 13.0$ NET POSITION Net Investment in Capital Assets 76.5$ 78.9$ 41.1$ 41.2$ 117.6$ 120.1$ Restricted 21.3 17.8 - 1.0 21.3 18.8 Unrestricted (9.2) (18.8) 28.4 22.9 19.1 4.1 Total Net Position 88.6$ 77.9$ 69.5$ 65.1$ 158.1$ 143.0$ Table 1 Statement of Net Position Summary As of December 31, 2023 and 2022 (in millions) Governmental Activities Business-Type Activities Total Primary Government VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 6 for future spending. For more detailed information, see the Statement of Net Position on pages 7 through 8. Summary of Changes in Net Position The following table summarizes the revenues and expenses found on the Statement of Activities for 2023 and 2022: 2023 2022 2023 2022 2023 2022 Revenues Program Revenues Charges for Services 6.8$ 4.9$ 15.1$ 16.9$ 21.9$ 21.8$ Grants and Contributions 1.3 1.2 - - 1.3 1.2 General Revenues Sales and Local Use Taxes 25.4 25.5 - - 25.4 25.5 Utility Taxes 4.3 5.2 - - 4.3 5.2 Hotel Motel Taxes 1.6 1.4 - - 1.6 1.4 Other Taxes 2.8 2.9 - - 2.8 2.9 Investment Income 2.7 (0.1) 1.2 0.0 3.9 (0.0) Miscellaneous 0.1 0.4 - 10.4 0.1 10.8 Total Revenues 44.9$ 41.4$ 16.2$ 27.3$ 61.2$ 68.8$ Expenses General Government 6.2$ 4.3$ -$ -$ 6.2$ 4.3$ Public Safety 22.5 21.2 - - 22.5 21.2 Public Works 5.6 4.5 - - 5.6 4.5 Culture and Recreation 1.7 1.4 - - 1.7 1.4 Waterworks System - - 7.9 7.4 7.9 7.4 Sports Core - - 3.9 3.5 3.9 3.5 Interest and Fiscal Charges 0.0 0.1 - - 0.0 0.1 Total Expenses 36.0$ 31.5$ 11.8$ 10.9$ 47.8$ 42.4$ Special Item 1.7 - - - 1.7 - Change in Net Position 10.7$ 9.9$ 4.4$ 16.5$ 15.1$ 26.4$ Net Position - Beginning of Year 77.9$ 68.0$ 65.1$ 48.6$ 143.0$ 116.6$ Net Position - End of Year 88.6$ 77.9$ 69.5$ 65.1$ 158.1$ 143.0$ Activities Activities Government Table 2 Statement of Activities Summary As of December 31, 2023 and 2022 (in millions) Governmental Business-Type Total Primary VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 7 As highlighted earlier, total revenues decreased $7.6 million, or 11.0%, compared to the prior year. The decrease in 2023 revenues is due to a one-time revenue source generated by the sale of the non-corporate water main lines in 2022. Total expenses increased $5.4 million, or 12.8%, compared to the prior year, which is due primarily to changes for Fire and Police Pension net pension liabilities and related amounts. For the year ended December 31, 2023, the Village recognized a pension expense of $4.3 million. In 2023 the Village Board approved a supplemental Police and Fire Pension contribution of $2.0 million. Governmental Activities Revenues – Governmental Activities For the fiscal year ended December 31, 2023, Governmental Activities revenues totaled $44.9 million, an increase of $3.5 million from 2022. Revenue from sales and use taxes, which continues to be the Village’s largest revenue source, amounted to $25.4 million and was 56.5% of total Governmental Activities revenue. Sales and use tax revenue decreased $0.1 million, or 0.3%, from 2022 revenues. Utility taxes, including taxes imposed on electric, natural gas, and telecommunications services, were $4.3 million and accounted for 9.5% of total revenue. Utility tax revenue decreased $0.9 million, or 17.6%, from 2022 due to overall lower usage. VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 8 The “other taxes” classification includes several different revenue sources including income taxes, personal property replacement taxes, and hotel taxes. For 2023, these revenues were $2.8 million, which accounts for 4.6% of total Governmental Activities revenues. Hotel Motel Taxes increased $0.2 million, or 14.0%, from 2022. The increase is realized primarily from hotel tax revenues which continue to thrive with room bookings trending between 75% to 95% capacity. The “charges for services” classification includes a number of different licenses, permits, and fees. For 2023, these revenues total $6.8 million, or 15.1% of the Governmental Activities revenues. Charges for services increased $1.9 million, or 39.1%, from 2022. The increase is due to large developments in 2023 and increasing fee base revenues to match industry standards. Expenses by Function – Governmental Activities Expenses for Governmental Activities totaled $36.0 million in 2023, an increase of $4.5 million, or 12.8%, from 2022. Changes by individual function include: • General government expenses were $6.2 million, an increase of $1.9 million, or 44.5%, from 2022. VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 9 • Public Safety expenses were $22.5 million, an increase of $1.3 million, or 6.0%, from 2022. The increase is due to personnel expenses from the ratification of the Police contract that initially expired in 2022. During 2023, the Village made full contributions to the pension funds in addition to supplemental contributions of $1.0 million to both the Police and Fire Pension funds. • Public Works expenses were $5.6 million, an increase of $1.1 million, or 24.2%, from 2022. The increase is primarily due to the increased cost of liability insurance and resuming capital improvements previously postponed due to supply and staffing shortages. • Culture and recreation expenses were $1.7 million, a modest increase of 0.3 million, from 2022.The increase is due to the cost increase of printed materials and added programs offered at the Oak Brook Library. Business-Type Activities The business-type activities net position increased $4.4 million, or 6.8% from 2022. For business- type activities, revenues for the waterworks system were $7.9 million, which increased by $0.5 million, or 6.9%, compared to the prior year. Water customer rates were 5.0% higher from 2022, the increase in rate was to offset the City of Chicago annual water rate increase. Sports Core program revenues were $3.9 million, which is an increase of $0.4 million, or 12.7%, compared to the prior year. For business-type activities, expenses for the waterworks system were $7.9 million, an increase of $0.5 million, or 6.9% from 2022. The increase is primarily due to personnel costs and the increasing cost of supplying water. Sports Core expenses were $3.9 million, or a decrease of 12.7% from 2022. The decrease is due to additional cost control measures, including outsourcing pool management duties. Program Program Revenues Expenses Waterworks Sytem 10,085,225$ 7,903,632$ Sports Core 4,984,656 3,945,369 Total 15,069,881$ 11,849,001$ Revenues and Expenses - Business-Type Activites For the Fiscal Year Ended December 31, 2023 VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 10 FINANCIAL ANALYSIS OF THE VILLAGES FUNDS Governmental Funds As noted earlier, the Village of Oak Brook uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. As of December 31, 2023, the governmental funds (as presented on the balance sheet on page 11) had a combined fund balance of $64.1 million, which is an increase of $11.8 million over the prior year. Below is a summary of major changes in the Village’s major governmental funds. General Fund Analysis General Fund balance increased $4.1 million in 2023, to a total of $42.6 million. Revenues increased $3.1 million over 2022, while expenditures increased $6.1 million over 2022. Revenues were $6.1 million over the original budget, while expenditures were $1.8 million over the original budget in 2023. The increase in expenditures is primarily attributed to Public Works operations previously expensed to the Infrastructure Fund and reallocated to the General Fund in 2023. Table 3 below details the General Fund major revenue and expenditure line items compared to original and amended budget. Original Amended Budget Budget Actual Revenues Intergovernmental 17,961,562$ 20,768,760$ 20,786,724$ Utility Taxes 5,623,000 4,286,590 4,286,590 Licenses & Permits 1,950,485 3,834,611 3,843,934 Charges for Services 2,137,621 2,998,929 2,714,860 Other 733,300 2,310,100 2,859,985 Total Revenues 28,405,968$ 34,198,990$ 34,492,093$ Expenditures General Government 4,978,203$ 4,930,742$ 4,826,926$ Public Safety 19,436,355 20,505,953 21,407,378 Public Works 2,930,766 2,631,784 2,631,784 Culture and Recreation 1,075,680 1,082,354 1,082,354 Debt Service - - 226,273 Total Expenditures 28,421,004$ 29,150,833$ 30,174,715$ Other Financing Sources (Uses)-$ (1,500,000)$ (241,087)$ Change in Fund Balance (15,036)$ 3,548,157$ 4,076,291$ Table 3 General Fund Budgetary Highlights For the Fiscal Year Ended December 31, 2023 VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 11 General Fund intergovernmental revenues were over budget. The Village uses a conservative benchmark due to heavy reliance on elastic revenue sources to fund General Fund operations. Although a temporary spike in inflation can boost sales tax revenues, persistently high inflation has historically led to decreased consumer and business spending and as a result, weaker collections. Within the intergovernmental category, sales tax revenue receipts were $1.5 million higher than budget projections. Utility taxes were under budget by $1.3 million due to a general slowdown in usage. Licenses and Permits revenues were $1.9 million over budget projections due to strong building permit revenues from commercial development. Charges for Services revenues were $0.6 million over budget projections due primarily to the increase in community services. General Fund expenditures continue to be conservative in annual spending. Actual expenditures were higher than originally budgeted in 2023 by nearly $1.7 million. The increase in expenditures is primarily attributed to Public Works operations previously expensed to the Infrastructure Fund reallocated to the General Fund in 2023. The fund balance in the Infrastructure Fund increased $6.6 million from 2022 to 2023, to a total of $15.5 million. The Village capital budget includes several major street improvements projects in 2023. Many of these projects will carry into 2024 and beyond. The Infrastructure Fund historically accumulates and saves funds for major projects; therefore, it is common to see significant increases or decreases in the fund balance each year depending on project schedules. Capital Assets The following table reflects the Village’s capital asset balances as of December 31, 2023, and 2022. 2023 2022 2023 2022 2023 2022 Land and Land Right of Way 33.2$ 33.2$ 8.3$ 8.3$ 41.5$ 41.5$ Construction in Progress 0.1 1.1 0.3 1.2 0.4 2.3 Buildings and Land Improvements 27.7 27.7 12.4 11.1 40.1 38.8 Machinery, Vehicles, and Equipment 9.3 8.8 7.7 7.6 17.1 16.4 Infrastructure 58.8 57.1 37.9 36.4 96.6 93.5 Intangible Capital Assests - Right to Use 3.6 2.7 - - 3.6 2.7 Total 132.7$ 130.5$ 66.5$ 64.7$ 199.3$ 195.2$ Accumulated Depreciation - Tangible (51.4)$ (48.9)$ (25.0)$ (23.4)$ (76.4)$ (72.4)$ Accumulated Depreciation - Intangible (1.0) (0.5) - - (1.0) (0.5) (52.4)$ (49.4)$ (25.0)$ (23.4)$ (77.5)$ (72.9)$ Total Capital Assets 80.3$ 81.1$ 41.5$ 41.2$ 121.8$ 122.3$ Activities Business-Type Activities Total Primary Government Table 4 Capital Assets As of December 31, 2023 and 2022 (in millions) Governmental VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 12 At year-end, the Village’s net investment in capital assets (net of accumulated depreciation and related long-term debt) for both its governmental and business-type activities was $121.8 million, a decrease of $0.5 million from 2022 (see Note 5 in the Notes to the Financial Statements for further information regarding capital assets). Major capital asset events during 2023 were: • For Governmental Activities, major capital projects include road and bridge improvements, facility projects, and vehicle replacements. • For Business-Type Activities, capital spending includes Oak Brook Golf Course Improvements, Golf Clubhouse Renovations, Water Main Improvements, and various equipment replacements. Long-Term Debt As a “non-home rule community,” the Village’s legal general obligation debt limit is 8.625 percent of equalized assessed valuation (EAV), or $148,679,632 based on January 1, 2023, EAV of $1,723,821,817. As of December 31, 2023, the Village had no debt outstanding applicable to the legal limit (see Note 6 in the Notes to the Financial Statements for details of each issue). Table 5 below summarizes the Village’s outstanding long-term debt: The Village’s note payable is to the Tax Increment Financing (TIF) District developers for certain improvements in the TIF area located at the Promenade (22nd Street and Meyers Road). The TIF Note is not a general obligation to the Village, and it reached its date of final maturity on February 1, 2023. On December 12, 2023, the Village passed Ordinance S-1678, an ordinance providing for the termination of the Oak Brook TIF #1 Butterfield-Meyers Road Development Project Area, and the dissolution of the 2005 Village of Oak Brook TIF #1 Butterfield-Meyers Road Development Project Area Special Tax Allocation Fund. In 2018, the Village entered into an agreement to lease certain administration, public works, and public safety vehicles. In 2023, one Peterbilt truck was replaced, leaving the total number of leased vehicles at thirty-one. These leases run for three and five years, depending on vehicle type and department function. 2023 2022 2023 2022 2023 2022 Note Payable -$ 2.0$ -$ -$ -$ 2.0$ Leases 1.9 0.7 - - 1.9 0.7 SBITAs 0.4 0.2 - - 0.4 0.2 Total Long-Term Debt 2.3$ 2.9$ -$ -$ 2.3$ 2.9$ Activities Activities Government Table 5 Long-Term Debt As of December 31, 2023 and 2022 (in millions) Governmental Business-Type Total Primary VILLAGE OF OAK BROOK, ILLINOIS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) (See independent auditors’ report) MD&A 13 Economic Factors and Next Year’s Budget Whereas real estate taxes are typically a major source of revenue in most other municipalities, the Village of Oak Brook does not levy a tax on real estate. In addition, since Oak Brook is a non - home rule community and is subject to the tax cap, this effectively limits the Village’s real estate tax levy at $-0-. Thus, as compared to other municipalities, Oak Brook’s revenue stream is much more dependent on the local and national economy since sales taxes, utility taxes, and state-shared revenues are the primary sources of income to the Village. During fiscal year 2023, unassigned fund balance in the General Fund increased from $38.5 million to $42.5 million, primarily due to strong sales tax revenue collections, and expenditure control measures. Total 2023 General Fund revenues increased $4.1 million from 2022, while expenditures decreased $0.9 million from 2022. The Village strives to maintain a strong reserve balance due to the volatility of its major revenue sources. The 2024 Budget continues to be a conservative financial plan while providing excellent services to its residents and business community. The total 2024 budgeted revenues are $61.1 million, an increase of $3.8 million, or 6.6%, from the 2023 Budget (excludes Pension Trust and Foreign Fire Tax Funds). The total spending in the 2023 Budget is $60.3 million, an increase of $3.1 million, or 5.4%, from the 2023 Budget (excludes Pension Trust and Foreign Fire Tax Funds). The projected ending cash balance for 2024 in the General Corporate Fund of $39.1 million is equal to 16.0 months of operating expenditures, which is above the Village’s six-month reserve policy. CONTACTING THE VILLAGE’S FINANCE DEPARTMENT This financial report is designed to provide our citizens, customers, investors, and creditors with a general overview of the Village’s finances and to demonstrate accountability for the money it receives. Questions concerning this report or requests for additional financial information should be directed to Marilyn Fumero, Finance Director, Village of Oak Brook, 1200 Oak Brook Road, Oak Brook, IL 60523. BASIC FINANCIAL STATEMENTS Governmental Business-Type Activities Activities Total ASSETS Cash and investments 62,299,554$ 28,070,699$ 90,370,253$ Receivables (net, where applicable, of allowance for uncollectibles) Sales taxes 7,203,005 - 7,203,005 Utility tax 602,561 - 602,561 Accounts 1,016,844 - 1,016,844 Allotments 31,860 869,958 901,818 Accrued interest 94,945 28,202 123,147 Leases 2,716,722 999,464 3,716,186 PPP receivable - 283,580 283,580 Other 1,059,271 284,959 1,344,230 Internal balances (163,527) 163,527 - Prepaid expenses 183,981 - 183,981 Inventory 75,477 108,899 184,376 Capital assets not being depreciated 33,305,666 8,575,341 41,881,007 Capital assets being depreciated, net of accumulated depreciation and amortization 46,994,539 32,959,036 79,953,575 Total assets 155,420,898 72,343,665 227,764,563 DEFERRED OUTFLOWS OF RESOURCES Pension items - Police Pension 7,457,138 - 7,457,138 Pension items - Firefighters' Pension 3,348,948 - 3,348,948 Pension items - IMRF 3,787,217 874,779 4,661,996 Deferred outflows of resources - OPEB 1,230,835 82,362 1,313,197 Deferred outflows of resources - ARO - 288,000 288,000 Total deferred outflows of resources 15,824,138 1,245,141 17,069,279 Total assets and deferred outflows of resources 171,245,036 73,588,806 244,833,842 LIABILITIES Accounts payable 2,646,309 839,876 3,486,185 Accrued payroll 597,149 21,702 618,851 Deposits payable 2,131,832 156 2,131,988 Unearned revenue 1,191,471 39,872 1,231,343 Long-term liabilities Due within one year 1,890,647 90,080 1,980,727 Due in more than one year 67,834,379 1,603,847 69,438,226 Total liabilities 76,291,787 2,595,533 78,887,320 VILLAGE OF OAK BROOK, ILLINOIS STATEMENT OF NET POSITION December 31, 2023 (This statement is continued on the following page.) - 7 - Governmental Business-Type Activities Activities Total DEFERRED INFLOWS OF RESOURCES Pension items - Police Pension 218,787$ -$ 218,787$ Pension items - Firefighters' Pension 69,020 - 69,020 Deferred inflows of resources - OPEB 3,515,167 235,221 3,750,388 Deferred inflows of resources - leases 2,586,248 981,648 3,567,896 Deferred inflows of resources - PPP - 278,891 278,891 Total deferred inflows of resources 6,389,222 1,495,760 7,884,982 Total liabilities and deferred inflows of resources 82,681,009 4,091,293 86,772,302 NET POSITION Net investment in capital assets 76,469,408 41,105,504 117,574,912 Restricted for Infrastructure 15,370,611 - 15,370,611 Highways and streets 2,022,102 - 2,022,102 Fire department 177,548 - 177,548 Culture and recreation 3,771,197 - 3,771,197 Unrestricted (deficit)(9,246,839) 28,392,009 19,145,170 TOTAL NET POSITION 88,564,027$ 69,497,513$ 158,061,540$ December 31, 2023 VILLAGE OF OAK BROOK, ILLINOIS STATEMENT OF NET POSITION (Continued) See accompanying notes to financial statements. - 8 - Operating Capital Charges Grants and Grants and FUNCTIONS/PROGRAMS Expenses for Services Contributions Contributions PRIMARY GOVERNMENT Governmental Activities General government 6,212,164$ 4,482,222$ -$ -$ Public safety 22,471,090 2,250,695 225,844 683,778 Public works 5,615,192 62,786 352,327 - Culture and recreation 1,651,744 7,709 - - Interest and fees 16,293 - - - Total governmental activities 35,966,483 6,803,412 578,171 683,778 Business-Type Activities Water and sewer 7,903,632 10,085,225 - - Sports core 3,945,369 4,984,656 - - Total business-type activities 11,849,001 15,069,881 - - TOTAL PRIMARY GOVERNMENT 47,815,484$ 21,873,293$ 578,171$ 683,778$ Program Revenues VILLAGE OF OAK BROOK, ILLINOIS STATEMENT OF ACTIVITIES For the Year Ended December 31, 2023 - 9 - Governmental Business-Type Activities Activities Total (1,729,942)$ -$ (1,729,942)$ (19,310,773) - (19,310,773) (5,200,079) - (5,200,079) (1,644,035) - (1,644,035) (16,293) - (16,293) (27,901,122) - (27,901,122) - 2,181,593 2,181,593 - 1,039,287 1,039,287 - 3,220,880 3,220,880 (27,901,122) 3,220,880 (24,680,242) General Revenues Taxes Property 455,451 - 455,451 Sales 7,603,145 - 7,603,145 Local use 320,810 - 320,810 Utility 4,286,590 - 4,286,590 Hotel/motel 1,576,776 - 1,576,776 Other 129,005 - 129,005 Intergovernmental State sales tax 17,524,488 - 17,524,488 State income tax 1,303,915 - 1,303,915 Personal property replacement 869,774 - 869,774 Investment income 2,652,880 1,179,623 3,832,503 Miscellaneous 127,447 - 127,447 Total 36,850,281 1,179,623 38,029,904 SPECIAL ITEM 1,736,063 - 1,736,063 CHANGE IN NET POSITION 10,685,222 4,400,503 15,085,725 NET POSITION, JANUARY 1 77,878,805 65,097,010 142,975,815 NET POSITION, DECEMBER 31 88,564,027$ 69,497,513$ 158,061,540$ Primary Government and Change in Net Position Net (Expense) Revenue See accompanying notes to financial statements. - 10 - Nonmajor Total General Infrastructure Governmental Governmental Cash and investments 39,104,145$ 15,427,955$ 5,847,292$ 60,379,392$ Receivables Sales taxes 4,998,802 2,204,203 - 7,203,005 Utility taxes 602,561 - - 602,561 Accounts 1,016,844 - - 1,016,844 Allotments - - 31,860 31,860 Accrued interest 68,633 18,732 5,768 93,133 Lease 2,716,722 - - 2,716,722 Other 630,846 99,800 281,877 1,012,523 Inventories 1,467 - - 1,467 Prepaid items 58,981 125,000 - 183,981 TOTAL ASSETS 49,199,001$ 17,875,690$ 6,166,797$ 73,241,488$ LIABILITIES Accounts payable 1,232,283$ 1,288,215$ 95,950$ 2,616,448$ Accrued payroll 592,529 1,009 - 593,538 Deposits payable 2,131,832 - - 2,131,832 Unearned revenue 71,915 1,090,855 - 1,162,770 Total liabilities 4,028,559 2,380,079 95,950 6,504,588 DEFERRED INFLOWS OF RESOURCES Leases 2,586,248 - - 2,586,248 Unavailable other receivables - - 100,000 100,000 Total deferred inflows of resources 2,586,248 - 100,000 2,686,248 Total liabilities and deferred inflows of resources 6,614,807 2,380,079 195,950 9,190,836 FUND BALANCES Nonspendable Inventory 1,467 - - 1,467 Prepaid items 58,981 125,000 - 183,981 Restricted Infrastructure - 15,370,611 - 15,370,611 Highways and streets - - 2,022,102 2,022,102 Public safety - - 177,548 177,548 Culture and recreation - - 3,771,197 3,771,197 Unassigned 42,523,746 - - 42,523,746 Total fund balances 42,584,194 15,495,611 5,970,847 64,050,652 TOTAL LIABILITIES, DEFERRED INFLOWS OF RESOURCES, AND FUND BALANCES 49,199,001$ 17,875,690$ 6,166,797$ 73,241,488$ OF RESOURCES, AND FUND BALANCES LIABILITIES, DEFERRED INFLOWS ASSETS VILLAGE OF OAK BROOK, ILLINOIS GOVERNMENTAL FUNDS December 31, 2023 BALANCE SHEET See accompanying notes to financial statements. - 11 - FUND BALANCES OF GOVERNMENTAL FUNDS 64,050,652$ Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the governmental funds 76,070,447 Unavailable other receivables recognized in the statement of net position do not provide current financial resources and are included as deferred inflows of resources in the governmental funds balance sheet 100,000 Differences between expected and actual experiences, assumption changes, and net difference between projected and actual earnings for the Police Pension Fund are recognized as deferred outflows and inflows of resources on the statement of net position 7,238,351 Differences between expected and actual experiences, assumption changes, and net difference between projected and actual earnings for the Firefighters' Pension Fund are recognized as deferred outflows and inflows of resources on the statement of net position 3,279,928 Differences between expected and actual experiences, assumption changes, and net difference between projected and actual earnings for the Illinois Municipal Retirement Fund are recognized as deferred outflows and inflows of resources on the statement of net position 3,677,116 Differences between expected and actual experiences, assumption changes, and net difference between projected and actual earnings for the other postemployment benefit plan are recognized as deferred outflows and inflows of resources on the statement of net position (2,269,701) Long-term liabilities are not due and payable in the current period and, therefore, are not reported in the governmental funds Net pension liability - Police Pension (30,779,690) Net pension liability - Firefighters' Pension (26,105,296) Net pension liability - IMRF (4,154,030) SBITAs (405,602) Installment contract (315,668) Compensated absences payable (1,096,319) Other postemployment benefit liability (4,799,433) The net position of the Internal Service Fund is included in the governmental activities in the statement of net position 4,073,272 NET POSITION OF GOVERNMENTAL ACTIVITIES 88,564,027$ VILLAGE OF OAK BROOK, ILLINOIS RECONCILIATION OF FUND BALANCES OF GOVERNMENTAL FUNDS TO THE GOVERNMENTAL ACTIVITIES IN THE STATEMENT OF NET POSITION December 31, 2023 See accompanying notes to financial statements. - 12 - Nonmajor Total General Infrastructure Governmental Governmental REVENUES Intergovernmental 20,786,724$ -$ 605,707$ 21,392,431$ Non-home rule sales tax - 7,528,765 - 7,528,765 Utility taxes 4,286,590 - - 4,286,590 Hotel/motel taxes - - 1,576,776 1,576,776 Licenses and permits 3,843,934 - - 3,843,934 Charges for services 2,714,860 - - 2,714,860 Property taxes - - 455,451 455,451 Fines and penalties 244,617 - - 244,617 Investment income 1,866,677 562,842 223,361 2,652,880 Miscellaneous 748,691 102,362 4,432 855,485 Total revenues 34,492,093 8,193,969 2,865,727 45,551,789 EXPENDITURES Current General government 4,826,926 236,874 432,020 5,495,820 Public safety 21,407,378 111,500 121,060 21,639,938 Public works 2,631,784 2,230,953 - 4,862,737 Culture and recreation 1,082,354 - 418,249 1,500,603 Debt service Principal 222,837 - 257,000 479,837 Interest and fiscal charges 3,436 - 79,793 83,229 Total expenditures 30,174,715 2,579,327 1,308,122 34,062,164 EXCESS (DEFICIENCY) OF REVENUES OVER EXPENDITURES 4,317,378 5,614,642 1,557,605 11,489,625 OTHER FINANCING SOURCES (USES) Transfers in - 1,000,000 - 1,000,000 Transfers (out)(996,604) - (503,396) (1,500,000) SBITA issuance 344,261 - - 344,261 Installment contract issuance 411,256 - - 411,256 Total other financing sources (uses) (241,087) 1,000,000 (503,396) 255,517 NET CHANGE IN FUND BALANCES 4,076,291 6,614,642 1,054,209 11,745,142 FUND BALANCES, JANUARY 1 38,507,903 8,880,969 4,916,638 52,305,510 FUND BALANCES, DECEMBER 31 42,584,194$ 15,495,611$ 5,970,847$ 64,050,652$ For the Year Ended December 31, 2023 VILLAGE OF OAK BROOK, ILLINOIS GOVERNMENTAL FUNDS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES See accompanying notes to financial statements. - 13 - NET CHANGE IN FUND BALANCES - TOTAL GOVERNMENTAL FUNDS 11,745,142$ Amounts reported for governmental activities in the statement of activities are different because: Governmental funds report capital outlay as expenditures; however, they are capitalized on the statement of net position and depreciated on the statement of activities 1,727,624 Depreciation expense does not require the use of current financial resources and, therefore, is not reported as an expenditure in governmental funds (2,410,533) Loss on disposal of capital assets (62,988) Extinguishment of the remaining Promenade TIF note payable is subject to the control of the Village but for which was not related to the Village's ordinary typical activities is reported as a special item on the statement of activities 1,736,063 Receivables not currently available are reported as revenue when collected or currently available in the fund financial statements but are recognized as revenue when earned in the government-wide financial statements (828,036) The repayment of the principal portion of long-term debt is reported as an expenditure when due in governmental funds but as a reduction of principal outstanding on the statement of net position 479,837 The issuance of SBITA liabilities is reported as an other financing source in the governmental funds but as an increase of principal outstanding in the statement of activities (344,261) The issuance of the installment contract liability is reported as an other financing source in the governmental funds but as an increase of principal outstanding in the statement of activities (411,256) The change in accrued interest is reported as expenses on the statement of activities 66,936 The change in compensated absences payable is shown as an expense of the statement of activities 75,187 The change in the other postemployment benefit liability, deferred outflows and inflows of resources (8,366) The change in the Police Pension Fund net pension liability and deferred outflows/inflows of resources is not a source or use of a financial resource (1,048,570) The change in the Firefighters' Pension Fund net pension liability and deferred outflows of resources is not a source or use of a financial resource (338,111) The change in the Illinois Municipal Retirement Fund net pension liability and deferred outflows/inflows of resources is not a source or use of a financial resource (572,395) The change in net position of Internal Service Funds is reported in governmental activities 878,949 CHANGE IN NET POSITION OF GOVERNMENTAL ACTIVITIES 10,685,222$ For the Year Ended December 31, 2023 VILLAGE OF OAK BROOK, ILLINOIS RECONCILIATION OF THE GOVERNMENTAL FUNDS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES TO THE GOVERNMENTAL ACTIVITIES IN THE STATEMENT OF ACTIVITIES See accompanying notes to financial statements. - 14 - Governmental Activities Waterworks Internal System Sports Core Total Service CURRENT ASSETS Cash and investments 24,654,715$ 3,415,984$ 28,070,699$ 1,920,162$ Receivables Billed and unbilled water sales 869,958 - 869,958 - Accrued interest 17,153 11,049 28,202 1,812 Leases - 999,464 999,464 - PPP receivable - 283,580 283,580 - Other 187,437 97,522 284,959 46,748 Inventory - 108,899 108,899 74,010 Total current assets 25,729,263 4,916,498 30,645,761 2,042,732 NONCURRENT ASSETS Capital assets Assets not being depreciated 460,669 8,114,672 8,575,341 - Assets being depreciated Cost 43,900,314 14,071,666 57,971,980 5,775,608 Accumulated depreciation (16,253,709) (8,759,235) (25,012,944) (3,655,150) Intangible - - - 3,045,598 Accumulated amortization - - - (936,298) Net capital assets being depreciated and amortized 27,646,605 5,312,431 32,959,036 4,229,758 Net capital assets 28,107,274 13,427,103 41,534,377 4,229,758 Total noncurrent assets 28,107,274 13,427,103 41,534,377 4,229,758 Total assets 53,836,537 18,343,601 72,180,138 6,272,490 DEFERRED OUTFLOWS OF RESOURCES Pension items - IMRF 395,509 479,270 874,779 110,101 Deferred outflows of resources - OPEB 29,835 52,527 82,362 7,883 Deferred outflows of resources - ARO 288,000 - 288,000 - Total deferred outflows of resources 713,344 531,797 1,245,141 117,984 Total assets and deferred outflows of resources 54,549,881 18,875,398 73,425,279 6,390,474 VILLAGE OF OAK BROOK, ILLINOIS PROPRIETARY FUNDS STATEMENT OF NET POSITION December 31, 2023 Business-Type Activities (This statement is continued on the following page.) - 15 - Governmental Activities Waterworks Internal System Sports Core Total Service CURRENT LIABILITIES Accounts payable 583,486$ 256,390$ 839,876$ 29,861$ Accrued payroll 11,250 10,452 21,702 3,611 Current compensated absences payable 30,269 39,825 70,094 6,179 Deposits payable - 156 156 - Interest payable - - - - Unearned revenue - 39,872 39,872 28,701 Current other postemployment benefit liability 7,291 12,695 19,986 3,179 Current lease obligation - - - 191,459 Total current liabilities 632,296 359,390 991,686 262,990 NONCURRENT LIABILITIES Compensated absences payable 5,342 7,027 12,369 1,090 Net pension liability 446,807 541,428 988,235 124,384 Other postemployment benefit liability 109,794 193,449 303,243 27,758 Asset retirement obligation 300,000 - 300,000 - Lease obligation - - - 1,714,939 Total noncurrent liabilities 861,943 741,904 1,603,847 1,868,171 Total liabilities 1,494,239 1,101,294 2,595,533 2,131,161 DEFERRED INFLOWS OF RESOURCES Deferred inflows of resources - OPEB 85,205 150,016 235,221 22,514 Deferred inflows of resources - leases - 981,648 981,648 - Deferred inflows of resources - PPP - 278,891 278,891 - Total deferred inflows of resources 85,205 1,410,555 1,495,760 22,514 Total liabilities and deferred inflows of resources 1,579,444 2,511,849 4,091,293 2,153,675 NET POSITION Net investment in capital assets 27,678,401 13,427,103 41,105,504 2,323,360 Unrestricted 25,292,036 2,936,446 28,228,482 1,913,439 TOTAL NET POSITION 52,970,437$ 16,363,549$ 69,333,986 4,236,799$ Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds 163,527 TOTAL NET POSITION OF BUSINESS-TYPE ACTIVITIES 69,497,513$ Business-Type Activities STATEMENT OF NET POSITION (Continued) December 31, 2023 VILLAGE OF OAK BROOK, ILLINOIS PROPRIETARY FUNDS See accompanying notes to financial statements. - 16 - Governmental Activities Waterworks Internal System Sports Core Total Service OPERATING REVENUES Charges for services 10,085,225$ 4,972,088$ 15,057,313$ 4,895,176$ Total operating revenues 10,085,225 4,972,088 15,057,313 4,895,176 OPERATING EXPENSES Operations 6,760,363 3,404,143 10,164,506 740,867 Claims and insurance - - - 3,034,426 Depreciation and amortization 1,170,709 555,114 1,725,823 933,599 Total operating expenses 7,931,072 3,959,257 11,890,329 4,708,892 OPERATING INCOME 2,154,153 1,012,831 3,166,984 186,284 NON-OPERATING REVENUES (EXPENSES) Investment income 1,150,165 29,458 1,179,623 53,894 Interest expense - - - (46,941) Miscellaneous - 12,568 12,568 35,151 Total non-operating revenues (expenses)1,150,165 42,026 1,192,191 42,104 INCOME BEFORE TRANSFERS AND CONTRIBUTIONS 3,304,318 1,054,857 4,359,175 228,388 TRANSFERS IN - - - 500,000 CAPITAL GRANTS AND CONTRIBUTIONS - - - 191,889 CHANGE IN NET POSITION 3,304,318 1,054,857 4,359,175 920,277 NET POSITION, JANUARY 1 49,666,119 15,308,692 3,316,522 NET POSITION, DECEMBER 31 52,970,437$ 16,363,549$ 4,236,799$ Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds 41,328 CHANGE IN NET POSITION OF BUSINESS-TYPE ACTIVITIES 4,400,503$ Business-Type Activities For the Year Ended December 31, 2023 VILLAGE OF OAK BROOK, ILLINOIS PROPRIETARY FUNDS STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION See accompanying notes to financial statements. - 17 - Governmental Activities Waterworks Internal System Sports Core Total Service CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers and users 10,130,390$ 4,735,844$ 14,866,234$ 379,940$ Receipts from internal service transactions - - - 4,613,490 Payments to suppliers (6,121,604) (1,978,500) (8,100,104) (4,291,635) Payments to employees (639,491) (1,186,393) (1,825,884) (202,557) Net cash from operating activities 3,369,295 1,570,951 4,940,246 499,238 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Amounts received from (paid to) other funds - - - 500,000 Net cash from noncapital financing activities - - - 500,000 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Purchases of capital assets (1,322,466) (278,127) (1,600,593) (240,895) Proceeds from disposal of capital assets 15,029 15,057 30,086 51,092 Grant proceeds - - - 191,889 Principal payments on leases - - - (752,584) Interest payments on leases - - - (93,141) Net cash from capital and related financing activities (1,307,437) (263,070) (1,570,507) (843,639) CASH FLOWS FROM INVESTING ACTIVITIES Sale of investment securities 161,462 - 161,462 - Interest 1,155,800 30,189 1,185,989 16,149 Net cash from investing activities 1,317,262 30,189 1,347,451 16,149 NET INCREASE IN CASH AND CASH EQUIVALENTS 3,379,120 1,338,070 4,717,190 171,748 CASH AND CASH EQUIVALENTS, JANUARY 1 18,043,152 2,077,914 20,121,066 1,388,721 CASH AND CASH EQUIVALENTS, DECEMBER 31 21,422,272$ 3,415,984$ 24,838,256$ 1,560,469$ VILLAGE OF OAK BROOK, ILLINOIS STATEMENT OF CASH FLOWS PROPRIETARY FUNDS For the Year Ended December 31, 2023 Business-Type Activities (This statement is continued on the following page.) - 18 - Governmental Activities Waterworks Internal System Sports Core Total Service CASH AND INVESTMENTS Cash and cash equivalents 21,422,272$ 3,415,984$ 24,838,256$ 1,560,469$ Investments 3,232,443 - 3,232,443 359,693 TOTAL CASH AND INVESTMENTS 24,654,715$ 3,415,984$ 28,070,699$ 1,920,162$ RECONCILIATION OF OPERATING INCOME TO NET CASH FLOWS FROM OPERATING ACTIVITIES Operating income 2,154,153$ 1,012,831$ 3,166,984$ 186,284$ Adjustments to reconcile operating income to net cash from operating activities Depreciation and amortization 1,170,709 555,114 1,725,823 933,599 Changes in current assets and liabilities Accounts receivable 45,165 52,996 98,161 98,254 Prepaid expenses - - - 144 Inventory - 19,029 19,029 (12,657) Accounts payable (73,466) (97,139) (170,605) (628,048) Accrued payroll 2,494 (10) 2,484 604 Deposits payable - (53,294) (53,294) - Compensated absences payable 8,662 13,642 22,304 (926) Leases - (11,860) (11,860) - PPP - (4,689) (4,689) - Pension items - IMRF 61,374 77,770 139,144 17,246 Pension items - OPEB 204 361 565 55 Unearned revenue - 6,200 6,200 524 Claims payable - - - (95,841) NET CASH FROM OPERATING ACTIVITIES 3,369,295$ 1,570,951$ 4,940,246$ 499,238$ NONCASH TRANSACTIONS Assets acquired through lease -$ -$ -$ 456,977$ Loss on disposal of capital assets - - - 15,941 Capital assets in accounts payable - 112,540 112,540 - TOTAL NONCASH TRANSACTIONS -$ 112,540$ 112,540$ 472,918$ Business-Type Activities For the Year Ended December 31, 2023 VILLAGE OF OAK BROOK, ILLINOIS STATEMENT OF CASH FLOWS (Continued) PROPRIETARY FUNDS See accompanying notes to financial statements. - 19 - ASSETS Cash and short-term investments 3,509,463$ Investments held in the Illinois Police Officer's Pension Investment Fund 41,675,815 Investments held in the Illinois Firefighters's Pension Investment Fund 34,448,588 Prepaid items 7,898 Total assets 79,641,764 LIABILITIES Accounts payable 10,745 Total liabilities 10,745 NET POSITION RESTRICTED FOR PENSIONS 79,631,019$ VILLAGE OF OAK BROOK, ILLINOIS STATEMENT OF FIDUCIARY NET POSITION December 31, 2023 PENSION TRUST FUNDS See accompanying notes to financial statements. - 20 - ADDITIONS Contributions Employer 5,602,396$ Employee 845,408 Total contributions 6,447,804 Investment income Net appreciation in fair value of investments 8,636,257 Interest 865,399 Total investment income 9,501,656 Less investment expenses (94,569) Net investment income 9,407,087 Total additions 15,854,891 DEDUCTIONS Benefits and refunds 7,151,613 Administrative expenses 92,334 Total deductions 7,243,947 NET INCREASE 8,610,944 NET POSITION RESTRICTED FOR PENSIONS January 1 71,020,075 December 31 79,631,019$ VILLAGE OF OAK BROOK, ILLINOIS STATEMENT OF CHANGES IN FIDUCIARY NET POSITION PENSION TRUST FUNDS For the Year Ended December 31, 2023 See accompanying notes to financial statements. - 21 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS December 31, 2023 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The Village of Oak Brook, Illinois (the Village) was incorporated in 1958. The Village is a non-home rule municipality, under the 1970 Illinois Constitution, located in DuPage County, Illinois. The Village operates under a President -Trustee form of government and provides the following services as authorized by its charter: public safety (police and fire protection), recreation facilities, a free public library, water supply, storm water collection, public works operations, road maintenance, building and inspectional services , and general administrative services. The accounting policies of the Village conform to accounting principles generally accepted in the United States of America, as applicable to governments (hereinafter referred to as generally accepted accounting principles (GAAP)). The Government al Accounting Standards Board (GASB) is the accepted standard -setting body for establishing governmental accounting and financial reporting principles. The following is a summary of the more significant policies: a. Reporting Entity The Village was incorporated in 1958. The Village is a municipal corporation governed by an elected eight-member board. As required by GAAP, these financial statements present the Village (the primary government) and its component units. Management has determined that there are two fiduciary component units that are required to be included in the financial statements of the Village as pension trust funds. Police Pension Employees Retirement System The Village’s police employees participate in Police Pension Employees Retirement System (PPERS). PPERS functions for the benefit of these employees and is governed by a five-member pension board. Two members appointed by the Village ’s President, one elected by pension beneficiaries and two elected police employees constitute the pension board. The Village is obligated to fund all PPERS costs not funded by PPERS participants based upon actuarial valuations, which creates a financial burden on the Village. The State of Illinois is authorized to establish benefit levels and the Village is authorized to approve the actuarial assumptions used in the determination of contribution levels, which results in the PPERS being fiscally dependent upon the Village. PPERS is reported as a pension trust fund. PPERS does not issue a stand-alone financial report. - 22 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) a. Reporting Entity (Continued) Firefighters’ Pension Employees Retirement System The Village’s sworn firefighters participate in Firefighters’ Pension Employees Retirement System (FPERS). FPERS functions for the benefit of these employees and is governed by a five-member pension board. Two members appointed by the Village’s President, one elected pension beneficiary and two elected fire employees constitute the pension board. The Village is obligated to fund all FPERS costs not funded by FPERS participants based upon actuarial valuations, which creates a financial burden on the Village. The State of Illinois is authorized to establish benefit levels and the Village is authorized to approve the actuarial assumptions used in the determination of contribution levels, which results in the FPERS being fiscally dependent on the Village. FPERS is reported as a pension trust fund. FPERS does not issue a stand-alone financial report. b. Fund Accounting The Village uses funds to report on its financial position and the change in its financial position. Fund accounting is designed to demonstrate legal compliance and to aid financial management by segregating transactions related to certain government functions or activities. A fund is a separate accounting entity with a self -balancing set of accounts. The minimum number of funds are maintained consistent with legal and managerial requirements. Funds are classified into the following categories: governmental, proprietary, and fiduciary. Governmental funds are used to account for all or most of the Village ’s general activities, including the collection and disbursement of committed, restricted, or assigned monies (special revenue funds), the funds committed, restricted , or assigned for the acquisition or construction of capital assets (capital projects funds), and the funds committed, restricted, or assigned for the servicing of long-term debt (debt service funds). The General Fund is used to account for all activities of the Village not accounted for in some other fund. Enterprise funds are used to account for activities similar to those found in the private sector, where the determination of net income is necessary or useful to sound financial administration. Goods or services from such activities can be provided either to outside parties (enterprise funds) or to other departments or agencies primarily within the Village (internal service funds). - 23 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) b. Fund Accounting (Continued) Fiduciary funds are used to account for fiduciary activities (e.g., assets held on behalf of outside parties, including other governments). The Village utilizes pension trust funds which are generally used to account for assets that the Village holds in a fiduciary capacity. c. Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net position and the statement of activities) report information on all of the nonfiduciary activities of the Village. The effect of material interfund activity has been eliminated from these statements. Interfund services provided and used are not eliminated on these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function, segment, or program are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include (1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and (2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, even though the latter are excluded from the government-wide financial statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. The Village reports the following major governmental funds: The General Fund is the general operating fund of the Village. It is used to account for all financial resources except those accounted for in another fund. The Infrastructure Fund is used to account for revenues restricted for and expenditures relative to the construction and maintenance of roadway, drainage, and bike trail improvements. - 24 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) c. Government-Wide and Fund Financial Statements (Continued) The Village reports the following major proprietary funds: The Waterworks System Fund is used to account for the revenues and expenses relative to the operation of the water utility. The Sports Core Fund is used to account for the revenues and expenses relative to the operation of the Oak Brook Sports Core. Additionally, the Village reports the following Internal Service Funds: Internal Service Funds account for the Village’s self-insured employee health and dental insurance program; the operation and maintenance of the Village ’s vehicle fleet equipment, and the Village ’s capital replacement program provided to other departments or agencies of the Village on a cost reimbursement basis. These funds are reported as part of the governmental activities on the government-wide financial statements as they provide services to the Village’s governmental funds/activities. The Village reports pension trust funds as fiduciary component units to account for the Police Pension Fund and Firefighters’ Pension Fund. d. Measurement Focus, Basis of Accounting, and Financial Statement Presentation The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund and fiduciary fund financial statements. Revenues and additions are recorded when earned and expenses and deductions are recorded when a liability is incurred. Property taxes are recognized as revenues in the year for which they are levied (i.e., intended to finance). Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Operating revenues and expenses are directly attributable to the operation of the proprietary funds. Non -operating revenue/expenses are incidental to the operations of these funds. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual (i.e., when they become both measurable and available). “Measurable” means the amount of the transaction can be determined and “available” means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. - 25 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) d. Measurement Focus, Basis of Accounting, and Financial Statement Presentation (Continued) The Village considers revenues to be available if they are collected within 60 days of the end of the current fiscal period, except for sales taxes and telecommunication taxes which use a 90-day period. The Village recognizes property taxes when they become both measurable and available in the year for which they are levied (i.e., intended to finance). Expenditures are recorded when the related fund liability is incurred. Principal and interest on general long -term debt are recorded as expenditures when due. Property taxes, sales taxes owed from the state at year end, franchise taxes, licenses, charges for services, and investment income associated with the current fiscal period are all considered to be susceptible to accrual and are recognized as revenues of the current fiscal period. Fines and permits revenues are not susceptible to accrual because generally they are not measurable until received in cash. In applying the susceptible to accrual concept to intergovernmental revenues (e.g., federal and state grants), the legal and contractual requirements of the numerous individual programs are used as guidelines. There are, however, essentially two types of revenues. In one, monies must be expended on the specific purpose or project before any amounts will be paid to the Village; therefore , revenues are recognized based upon the expenditures recorded. In the other, monies are virtually unrestricted as to purpose of expenditure and are generally revocable only for failure to comply with prescribed eligibility requirements, such as equal employment opportunity. These resources are reflected as revenues at the time of receipt or earlier if they meet the availability criterion. The Village may report unearned revenue and deferred/unavailable revenue on its financial statements. Deferred/unavailable revenues arise when a potential revenue does not meet the available criteria for recognition in the current period, under the modified accrual basis of accounting. Unearned revenue arises when a revenue is measurable but not earned under the accrual basis of accounting. Unearned revenues also arise when resources are received by the Village before it has a legal claim to them or prior to the provision of services, as when grant monies are received prior to the incurrence of qualifying expenditures. In subsequent periods, when both revenue recognition criteria are met, or when the Village has a legal claim to the resources, the liability or deferred inflow of resources for unearned and deferred/unavailable revenue are removed from the financial statements and revenue is recognized. - 26 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) e. Cash and Investments For purposes of the statement of cash flows, the Village considers cash and cash equivalents to include cash on hand, demand deposits, and short -term investments with original maturities of three months or less from the date of acquisition. Investments with a maturity of less than one year when purchased, non -negotiable certificates of deposit, and other nonparticipating investments are stated at cost or amortized cost. Investments with a maturity greater than one year when purchased and all investments of the pension trust funds are stated at fair value. Fair value is the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. f. Interfund Receivables/Payables Transactions between funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as either “interfund receivables/payables” (current portion of interfund loans) or “advances to/from other funds” (noncurrent portion of interfund loans). All other outstanding balances between funds are reported as “due to/from other funds.” Advances are offset by nonspendable fund balance in applicable governmental funds. Interfund service transactions are accounted for as revenues, expenditures, or expenses. Transactions that constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund are recorded as expenditures/expenses in the reimbursing fund and as reductions of expenditures/expenses in the fund that is reimbursed. All other interfund transactions are reported as transfers. g. Inventories and Prepaid Items/Expenses Inventories are recorded based on the average cost method, not in excess of replacement cost. Inventories in the General Fund and Garage Fund consist of expendable supplies held for consumption; inventories in the Sports Core Fund consist of inventory held for resale. The cost is recorded as an expenditure at the time individual inventory items are utilized or sold. General Fund inventories are equally offset by nonspendable fund balance which indicates that they do not constitute “available spendable resources” even though they are a component of net current assets. Payments made to vendors for services that will benefit periods beyond the date of this report are recorded as prepaid items/expenses. Prepaid items/expenses are recorded as expenditures/expenses when consumed rather than when purchased. - 27 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) h. Capital Assets Capital assets, which include property, plant, equipment, and infrastructure assets (e.g., roads, bridges, sidewalks, and similar items), are reported in the applicable governmental or business-type activities columns in the government-wide financial statements. Capital assets are defined by the Village as assets with an initial, individual cost of $5,000 or more and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at acquisition value at the date of donation. The costs of normal maintenance and repairs, including street overlays that do not add to the value of the asset or materially extend asset lives are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. Property, plant, and equipment is depreciated using the straight -line method over the following estimated useful lives: Assets Years Land improvements 20 Buildings and building improvements 5-50 Equipment 5-20 Vehicles 2-20 Infrastructure 20-75 Intangible assets 2-10 Intangible assets represent the Village’s right-to-use a leased asset. These intangible assets, as defined by GASB Statements No. 87, Leases, are for lease contracts of nonfinancial assets including vehicles and equipment. i. Compensated Absences Under terms of employment, employees are granted vacation, sick leave, and compensatory leave in varying amounts. Only benefits considered to be vested are disclosed in these statements. All vested vacation, sick leave , and compensatory leave pay is accrued when incurred in the government -wide and proprietary fund financial statements. A liability for these amounts is reported in governmental funds only if they have matured, for example, as a result of employee resignations and retirements, and are payable with expendable resources. Payments for vacation, sick leave, and compensatory leave will be made at rates in effect when the benefits are used. Accumulated vacation, sick leave , and compensatory leave at December 31, 2023, are determined on the basis of current salary rates and include salary related payments. - 28 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) j. Long-Term Obligations In the government-wide financial statements and proprietary funds in the fund financial statements, long-term debt, and other long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities, or proprietary fund financial statements. Bond premiums and discounts, as well as the unamortized loss on refunding, are deferred and amortized over the life of the bonds. Bonds payable are reported net of any applicable bond premium or discount. In the fund financial statements, governmental funds recognize bond premiums and discounts during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as expenditures. k. Deferred Outflows/Inflows of Resources In addition to assets, the statement of net position will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net assets that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then. In addition to liabilities, the statement of financial position will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net assets that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. l. Fund Balance/Net Position In the fund financial statements, governmental funds report nonspendable fund balance for amounts that are either not in spendable form or legally or contractually required to be maintained intact. Restrictions of fund balance are reported for amounts constrained by legal restrictions from outside parties for a specific purpose, or externally imposed by outside entities. Committed fund balance is constrained by formal actions of the Village Board of Trustees, which is considered the Village ’s highest level of decision-making authority. Formal actions include ordinances approved by the Board of Trustees. Assigned fund balance represents amounts constrained by the Village’s intent to use them for a specific purpose. The authority to assign fund balance has been delegated to the Village ’s Finance Director through the approved fund balance policy adopted by the Village Board of Trustees. Any residual fund balance of the General Fund is reported as unassigned. Deficit fund balances of other governmental funds are also reported as unassigned. - 29 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) l. Fund Balance/Net Position (Continued) The Village’s flow of funds assumption prescribes that the funds with the highest level of constraint are expended first. If restricted or unrestricted funds are available for spending, the restricted funds are spent first. Additionally, if different levels of unrestricted funds are available for spending the Village considers committed funds to be expended first followed by assigned and then unassigned funds. The Village has established fund balance policies for their governmental funds. It is the policy of the Village that every effort be made to maintain the greater of: (a) an uncommitted cash balance equal to six months of budgeted operating expenditures for the forthcoming fiscal year, exclusive of budgeted capital projects; or (b) an uncommitted cash balance equal to not less than six months of projected expenditures, exclusive of capital projects, based on the average of the first three years of the most recent Five-Year Financial Plan adopted by the Village Board of Trustees. In the government-wide financial statements, restricted net positions are legally restricted by outside parties for a specific purpose. Net investment in capital assets represents the book value of capital assets less any outstanding long -term debt issued to acquire or construct the capital assets. m. Use of Estimates The preparation of financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the reported amounts of assets, deferred outflows of resources, liabilities and deferred inflows of resources, and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenditures/expenses during the reporting period. Actual results could differ from those estimates. n. Special Item Certain significant transactions or other events within the control of management that are either unusual in nature or infrequent in occurrence are reported as special items. As a result of the Promenade Tax Increment Financing District closing as of December 31, 2023, the Village extinguished the remaining balance of tax incremental tax note payable of $1,736,063. This extinguishment of debt is reported as a special item. - 30 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 2. DEPOSITS AND INVESTMENTS The Village and pension funds categorize the fair value measurements within the fair value hierarchy established by GAAP. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; and Level 3 inputs are significant unobservable inputs. a. Village Investments The Village’s investment policy authorizes the Village to invest in all investments allowed by Illinois Compiled Statutes (ILCS). These include deposits/investments in insured commercial banks, savings and loan institutions, obligations of the U.S. Treasury and U.S. agencies, insured credit union shares, money market mutual funds with portfolios of securities issued or guaranteed by the United States Government or agreements to repurchase these same obligations, repurchase agreements, short -term commercial paper rated within the three highest classifications by at least two standard rating services, and The Illinois Funds. The Illinois Public Treasurers ’ Investment Pool, known as The Illinois Funds, operates as a qualified external investment pool in accordance with the criteria established in GASB Statement No. 79, Certain External Investment Pools and Pool Participants, and thus, reports all investments at amortized cost rather than fair value. The investment in The Illinois Funds by participants is also reported at amortized cost. The Illinois Funds does not have any limitations or restrictions on participant withdrawals. The Illinois Treasurer ’s Office issues a separate financial report for The Illinois Funds which may be obtained by contacting the Administrative Office at Illinois Business Center, 400 West Monroe Street, Suite 401, Springfield, Illinois 62704. The Village’s investment policy does limit their deposits to financial institutions that are members of the FDIC system and are capable of posting collateral for amounts in excess of FDIC insurance. Additionally, the Village will not invest in any institution in which the Village’s funds on deposit are in excess of 25% of the institution’s capital stock and surplus. It is the policy of the Village to invest its funds in a manner which will provide the highest investment return with the maximum security while meeting the daily cash flow demands of the Village and conforming to all state and local statutes governing the investment of public funds, using the “prudent person” standard for managing the overall portfolio. The primary objectives of the policy are, in order of priority, safety of capital, liquidity, maintenance of public trust, and prudence. The Village maintains a cash pool that is available for use by all funds, except the pension trust funds. Investments are separately held by several of the Village ’s funds. The deposits and investments of the pension trust funds are held separately from those of other funds. - 31 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 2. DEPOSITS AND INVESTMENTS (Continued) a. Village Investments (Continued) Deposits with Financial Institutions Custodial credit risk for deposits with financial institutions is the risk that in the event of bank failure, the Village’s deposits may not be returned to it. The Village ’s investment policy requires pledging of collateral for all bank balances in excess of federal depository insurance, at an amount not less than 110% of the fair market value of the funds secured, with the collateral held by an agent of the Village in the Village’s name. Investments The following table presents the investments and maturities of the Village ’s debt securities as of December 31, 2023: Investment Maturities (in Years) Investment Type Fair Value Less than 1 1-5 6-10 Greater than 10 Negotiable certificate of deposits $ 2,905,150 $ 2,170,953 $ 734,197 $ - $ - U.S. agency obligations 2,306,281 999,573 466,981 - 839,727 Municipal bonds 6,127,718 6,127,718 - - - Corporate bonds 6,390,030 4,441,864 1,948,166 - - TOTAL $ 17,729,179 $ 13,740,108 $ 3,149,344 $ - $ 839,727 Interest rate risk is the risk that changes in interest rates will adversely affect the market value of an investment. In accordance with its investment policy, the Village limits its exposure to interest rate risk by structuring the portfolio to remain sufficiently liquid to enable the Village to meet all operating requirements which may be reasonably anticipated in any Village fund. Maturities of investments in all funds covered by this policy shall not exceed five years, unless a temporary extension of maturities is approved by the Board of Trustees. The Village’s investment policy specifically prohibits the use of or the investment in derivatives. The Village has the following recurring fair value measurements as of December 31, 2023: the certificate of deposits, U.S. agency obligations, state and local obligations, and corporate bonds, are valued using quoted matrix pricing models (Level 2 inputs). - 32 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 2. DEPOSITS AND INVESTMENTS (Continued) a. Village Investments (Continued) Investments (Continued) The Village limits its exposure to credit risk, the risk that the issuer of a debt security will not pay its par value upon maturity. This is done primarily by investing in securities issued by the United States Government, securities issued by agencies of the United States Government, which are implicitly guaranteed by the United States Government, municipal bonds rated at the time of purchase within the four highest general classifications established by a rating service of nationally recognized expertise in rating bonds of states and their political subdivisions , or corporate bonds rated within the three highest classifications by at least two standard rating services. Investments in corporate bonds are rated BBB to A-. Investments in municipal bonds are rated A- to AA. Investments in U.S. agency obligations are rated AA+. Negotiable certificate of deposits are not rated. Custodial credit risk for investments is the risk that, in the event of the failure of the counterparty to the investment, the Village will not be able to recover the value of its investments that are in possession of an outside party. To limit its exposure, the Village’s investment policy requires all security transactions that are exposed to custodial credit risk to be processed on a delivery versus payment (DVP) basis with the underlying investments held in a custodial account with the trust department of an approved financial institution. The Illinois Funds are not subject to custodial credit risk. Concentration of credit risk is the risk that the Village has a high percentage of its investments invested in one type of investment. In order to limit the exposure to concentration of credit risk, the Village ’s investment policy limits investments in any one financial institution to 25%, exclusive of securities guaranteed by the full faith and credit of the United States Government or obligations of agencies of the United States Government. 3. PROPERTY TAXES Property taxes for 2023 attach as an enforceable lien on January 1, 2023, on property values assessed as of the same date. Taxes are levied by December 31 of the fiscal year by passage of a Tax Levy Ordinance. Tax bills are prepared by the County and issued on or about May 1 and August 1 and are payable in two installments, on or about June 1 and September 1. The County collects such taxes and remits them periodically. The Village does not have a tax levy but does receive a share of road and bridge taxes from local townships, as well as incremental property taxes from the Butterfield/Meyers Road Redevelopment Project Area (TIF). - 33 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 4. RECEIVABLES The following receivables are included in other receivables on the statement of net position at December 31, 2023: GOVERNMENTAL ACTIVITIES Loans receivable $ 100,000 Hotel/motel tax 181,877 IRMA surplus 595,157 State use tax 94,571 Miscellaneous 40,918 TOTAL GOVERNMENTAL ACTIVITIES $ 1,012,523 BUSINESS-TYPE ACTIVITIES IRMA surplus $ 151,964 Members charges 35,626 Miscellaneous 97,369 TOTAL BUSINESS-TYPE ACTIVITIES $ 284,959 5. CAPITAL ASSETS Governmental capital asset activity for the year ended December 31, 2023 was as follows: Beginning Balances (Restated)* Increases Decreases Ending Balances GOVERNMENTAL ACTIVITIES Capital assets not being depreciated Land $ 616,829 $ - $ - $ 616,829 Land right of way 32,551,116 - - 32,551,116 Construction in progress 1,078,576 52,953 993,808 137,721 Total capital assets not being depreciated 34,246,521 52,953 993,808 33,305,666 Tangible capital assets being depreciated Buildings and building and land improvements 27,666,301 66,457 - 27,732,758 Computer equipment 1,206,599 42,858 38,509 1,210,948 Other equipment 1,766,198 520,781 40,339 2,246,640 Vehicles 127,047 - - 127,047 Infrastructure 57,127,322 1,688,722 57,673 58,758,371 Internal service fund vehicles 5,714,157 240,896 179,445 5,775,608 Total tangible capital assets being depreciated 93,607,624 2,559,714 315,966 95,851,372 - 34 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 5. CAPITAL ASSETS (Continued) Beginning Balances (Restated)* Increases Decreases Ending Balances GOVERNMENTAL ACTIVITIES (Continued) Intangible capital assets being amortized Right-to-use equipment $ 2,298,056 $ - $ 40,768 $ 2,257,288 Right-to-use vehicles 410,521 456,977 79,188 788,310 Right-to-use software 188,590 349,661 - 538,251 Total intangible capital assets being amortized 2,897,167 806,638 119,956 3,583,849 Less accumulated depreciation for Buildings and building and land improvements 13,408,516 816,713 - 14,225,229 Computer equipment 996,637 65,836 38,509 1,023,964 Other equipment 1,486,035 126,514 35,022 1,577,527 Vehicles 63,526 12,705 - 76,231 Infrastructure 29,557,518 1,296,266 - 30,853,784 Internal service fund vehicles 3,424,107 394,681 163,638 3,655,150 Total accumulated depreciation 48,936,339 2,712,715 237,169 51,411,885 Less accumulated amortization for Right-to-use equipment 370,479 352,549 40,705 682,323 Right-to-use vehicles 146,724 186,369 79,118 253,975 Right-to-use software - 92,499 - 92,499 Total accumulated amortization 517,203 631,417 119,823 1,028,797 Total capital assets being Depreciated and amortized, net 47,051,249 22,220 78,930 46,994,539 GOVERNMENTAL ACTIVITIES CAPITAL ASSETS, NET $ 81,297,770 $ 75,173 $ 1,072,738 $ 80,300,205 *Beginning balances for Governmental Activities were restated as part of the implementation of GASB Statement No. 96, Subscription-Based Information Technology Arrangements. See Note 6c for additional information. Depreciation expense was charged to functions/programs of the primary government as follows: GOVERNMENTAL ACTIVITIES General government $ 484,070 Public safety 437,429 Highways and streets 1,687,322 Culture and recreation 103,894 TOTAL DEPRECIATION EXPENSE - GOVERNMENTAL ACTIVITIES $ 2,712,715 - 35 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 5. CAPITAL ASSETS (Continued) Amortization expense was charged to functions/programs of the District’s governmental activities as follows: GOVERNMENTAL ACTIVITIES General government $ 70,388 Public safety 431,652 Highways and streets 129,377 TOTAL AMORTIZATION EXPENSE - GOVERNMENTAL ACTIVITIES $ 631,417 Business-type capital asset activity for the year ended December 31, 202 3 was as follows: Beginning Balances Increases Decreases Ending Balances BUSINESS-TYPE ACTIVITIES Capital assets not being depreciated Land $ 8,292,265 $ - $ - $ 8,292,265 Construction in progress 1,206,057 237,085 1,160,066 283,076 Total capital assets not being depreciated 9,498,322 237,085 1,160,066 8,575,341 Capital assets being depreciated Land improvements 3,830,478 - - 3,830,478 Building and building improvements 7,310,071 1,255,350 40,215 8,525,206 Infrastructure 36,424,234 1,538,629 72,744 37,890,119 Vehicles, machinery, and equipment 7,612,581 158,468 44,872 7,726,177 Total capital assets being depreciated 55,177,364 2,952,447 157,831 57,971,980 Less accumulated depreciation for Land improvements 2,975,181 92,006 - 3,067,187 Building and building improvements 4,297,884 358,537 37,724 4,618,697 Infrastructure 10,515,716 835,337 57,715 11,293,338 Vehicles, machinery, and equipment 5,641,652 436,942 44,872 6,033,722 Total accumulated depreciation 23,430,433 1,722,822 140,311 25,012,944 Total capital assets being depreciated, net 31,746,931 1,229,625 17,520 32,959,036 BUSINESS-TYPE ACTIVITIES CAPITAL ASSETS, NET $ 41,245,253 $ 1,466,710 $ 1,177,586 $ 41,534,377 BUSINESS-TYPE ACTIVITIES Waterworks $ 1,167,708 Sports core 555,114 TOTAL DEPRECIATION EXPENSE - BUSINESS-TYPE ACTIVITIES $ 1,722,822 - 36 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 6. LONG-TERM DEBT a. Note Payable The Village has issued notes payable related to developer and intergovernmental agreements. The notes payable currently outstanding are as follows: Issue Fund Debt Retired By Balances January 1 Issuance Retirements Balances December 31 Current $4,250,000 TIF note payable to developers dated June 6, 2005 for certain improvements in the TIF area, interest at 8% due in semiannual installments contingent upon sufficient pledged incremental real estate tax and sales tax. Principal is due by February 1, 2024. Promenade TIF $ 1,993,063 $ - $ 1,993,063 $ - $ - TOTAL $ 1,993,063 $ - $ 1,993,063 $ - $ - The repayment of the TIF note payable is based on incremental real estate tax and sales tax received. As such, there is no debt service to maturity schedule. The retirement of $1,993,063 includes $257,000 of principal retirement and the remaining $1,736,063 balance extinguished. The Village closed the Promenade Tax Increment Financing District as of December 31, 2023. Accordingly, the remaining balance of the TIF note was written off by the Village and reported as a special item. See Note 1n for additional details. b. Leases The Village entered into a fleet management lease agreement in October 2018. The agreement covers various individual leases for the right-to-use vehicles and equipment with varying lease terms. The leases have expirations dates ranging from January 2024 to January 2028. Payments ranging from $203 to $3,945 are due in monthly installments. Total intangible right-to-use assets acquired under the fleet management agreement are $788,310. The Village entered into a lease arrangement in June 2021, for the right -to-use equipment. Payments of $36,513 are due in annual installments, through June 2024. The total intangible right-to-use asset acquired under this agreement is $72,691. The Village entered into a lease arrangement in January 2022, for the right -to-use equipment. Payments ranging from $302,058 to $551,557 are due in annual installments, through January 2028. The total intangible right-to-use assets acquired under this agreement is $2,184,597. - 37 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 6. LONG-TERM DEBT (Continued) b. Leases (Continued) The annual requirements to amortize to maturity leases outstanding as of December 31, 2023, are as follows: Fiscal Year Ending Leases December 31, Principal Interest 2024 $ 191,459 $ 15,227 2025 426,373 43,190 2026 417,932 31,132 2027 328,329 21,071 2028 542,305 13,197 TOTAL $ 1,906,398 $ 123,817 c. Subscription-Based Information Technology Arrangements In accordance with GASB Statement No. 96, Subscription-Based Information Technology Arrangements (SBITA), the Village’s SBITA activity is as follows: The Village entered into a subscription-based information technology arrangement (SBITA) in June 2022 for the right-to-use software. Payments of $49,872 are due in annual installments, through June 2027. Total intangible right-to-use asset acquired under this agreement is $188,590. The Village entered into a SBITA in January 2023 for the right-to-use software. Payments of $26,400 are due in annual installments, through December 2027. Total intangible right-to-use asset acquired under this agreement is $128,841. The Village entered into a SBITA in June 2023 for the right-to-use software. Payments ranging from $44,921 to $54,413 are due in annual installments, through August 2028. Total intangible right-to-use asset acquired under this agreement is $220,820. - 38 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 6. LONG-TERM DEBT (Continued) c. Subscription-Based Information Technology Arrangements (Continued) Obligations of governmental activities under SBITA payable, including future interest payments at December 31, 2023, were as follows: Fiscal Year Ending SBITA December 31, Principal Interest 2024 $ 108,838 $ 12,355 2025 112,124 9,069 2026 115,515 5,678 2027 69,125 2,196 TOTAL $ 405,602 $ 29,298 d. Legal Debt Margin 2022 assessed valuation (latest information available) $ 1,723,821,817 Legal debt limit - 8.625% of assessed valuation $ 148,679,632 Amount of debt applicable to debt limit - LEGAL DEBT MARGIN $ 148,679,632 e. Changes in Long-Term Liabilities During the fiscal year, the following changes occurred in liabilities reported in the governmental activities: Balances January 1 (Restated*) Additions Reductions Balances December 31 Current Portion Notes payable $ 1,993,063 $ - $ 1,993,063 $ - $ - Leases 2,202,005 456,977 752,584 1,906,398 191,459 SBITAs* 188,590 344,261 127,249 405,602 108,838 Installment contract - 411,256 95,588 315,668 78,917 Compensated absences 1,179,701 926,633 1,002,746 1,103,588 938,050 Net pension liability - IMRF - 4,278,414 - 4,278,414 - Net pension liability - Police Pension 32,258,636 - 1,478,946 30,779,690 - Net pension liability - Firefighters’ Pension 28,946,925 - 2,841,629 26,105,296 - Total other postemployment benefit liability 6,365,796 - 1,535,426 4,830,370 297,878 TOTAL GOVERNMENTAL ACTIVITIES $ 73,134,716 $ 6,417,541 $ 9,827,231 $ 69,725,026 $ 1,615,142 - 39 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 6. LONG-TERM DEBT (Continued) e. Changes in Long-Term Liabilities (Continued) The compensated absences for governmental activities typically have been liquidated by the General Fund and the Infrastructure Fund. The net pension liabilities and total other postemployment benefit liability have typically been liquidated by the General Fund. *Beginning balances for Governmental Activities were restated as part of the implementation of GASB Statement No. 96, Subscription-Based Information Technology Arrangements. See note 6c for additional information. During the fiscal year, the following changes occurred in liabilities reported in the business-type activities: Balances January 1 Issuances Reductions Balances December 31 Current Portion Compensated absences $ 60,159 $ 73,440 $ 51,136 $ 82,463 $ 70,094 Net pension liability - IMRF - 988,235 - 988,235 - Total other postemployment benefit liability 425,973 - 102,744 323,229 19,986 Asset retirement obligation 300,000 - - 300,000 - TOTAL BUSINESS-TYPE ACTIVITIES $ 786,132 $ 1,061,675 $ 153,880 $ 1,693,927 $ 90,080 f. Asset Retirement Obligations The Village has recognized an asset retirement obligation (ARO) and related deferred outflow of resources in connection with its obligation to seal and abandon various deep water wells at the end of their estimated useful lives in accordance with federal, state and/or local requirements. The ARO was measured using actual historical costs for similar abandonments, adjusted for inflation through the end of the year. The estimated remaining useful lives of the water wells is 100 years. 7. RISK MANAGEMENT The Village is exposed to various risks of loss related to torts; theft of, damage to , and destruction of assets; errors and omissions; injuries to employees; illnesses of employees ; and natural disasters. The Village participates in the Intergovernmental Risk Management Agency (IRMA) which is an organization of municipalities and special districts in Northeastern Illinois which have formed an association under the Illinois Intergovernmental Cooperation ’s Statute to pool its risk management needs. The Village pays annual premiums to IRMA for its workers’ compensation, general liability, and property coverage. - 40 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 7. RISK MANAGEMENT (Continued) The Village assumes the first $2,500 of each occurrence, with IRMA having a mix of self-insurance and commercial insurance at various amounts above that level. The Village appoints one delegate, along with an alternate delegate, to represent the Village on the Board of Directors. The Village does not exercise any control over the activities of IRMA beyond its representation on the Board of Directors. The Village, along with IRMA’s other members, has a contractual obligation to fund any deficit of IRMA attributable to a membership year during which it was a member. Supplemental contributions may be required to fund these deficits. No such contributions have occurred during the past three years. 8. CONTINGENT LIABILITIES a. Litigation The Village is a defendant in various lawsuits. Although the outcome of these lawsuits is not presently determinable, in the opinion of the Village ’s attorney, the resolution of these matters will not have a material adverse effect on the financial condition of the Village. b. Grants Amounts received or receivable from grantor agencies are subject to audit and adjustment by grantor agencies, principally the federal government. Any disallowed claims, including amounts already collected, constitute a liability of the applicable funds. The amount, if any, of expenditures that may be disallowed by the grantor cannot be determined at this time although the Village expects such amounts, if any, to be immaterial. c. DuPage Water Commission The Village’s agreement with the DuPage Water Commission provides that each member is liable for its proportionate share of any cost arising from defaults in payment obligations by other members. 9. TAX ABATEMENTS The Village through its Promenade Tax Incremental Financing District has entered into a tax abatement agreement with a developer in the form of a tax incremental financing incentive payment to further the growth of the Village, facilitate the redevelopment of the entire Redevelopment Project Areas, stimulate redevelopment of other parcels in the Butterfield/22nd Street corridor, increase the assessed valuation of the real estate situated - 41 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 9. TAX ABATEMENTS (Continued) within the Village, increase the sales tax revenues realized by the Village, foster increased economic activity within the Village, and other be in the best interest of the Village by furthering the health, safety, and welfare of its residents and taxpayers. The abatement is authorized through the Redevelopment Project Area Plan Agreement. The developers pay property taxes as they become due, and after meeting the criteria established in the development agreements, are entitled to future incentive payments that directly correlate to the taxes paid. The total payments made in 2023 and the total cumulative payments to date are $336,793 and $6,757,007, respectively. Payments are made until the earlier of the date the principal and interest on the note is paid in full or the end of the term, January 2, 2023. The Promenade Tax Incremental Financing District was closed as of December 31, 2023, and therefore, no further tax abatements are in place for the Village. 10. INDIVIDUAL FUND DISCLOSURES Interfund Transfers Interfund transfers between funds for the year ended December 31, 2023, were as follows: Transfers In Transfers Out Major Governmental Funds General Fund $ - $ 996,604 Infrastructure Fund 1,000,000 - Nonmajor Governmental Funds Promenade TIF Fund - 503,396 Insurance Fund 500,000 - TOTAL $ 1,500,000 $ 1,500,000 The purpose of significant transfers is as follows: • $503,396 transferred out of the Promenade TIF Fund as a result of the Fund closing. These funds were transferred to the Insurance Fund ($500,000) and the Infrastructure Fund ($3,396). This transfer will not be repaid. • $996,604 was transferred out of the General Fund to the Infrast ructure Fund to fund infrastructure projects. This transfer will not be repaid. - 42 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 11. OTHER POSTEMPLOYMENT BENEFITS a. Plan Description In addition to providing the pension benefits described, the Village provides postemployment health care and life insurance benefits (OPEB) for retired employees through a single-employer defined benefit plan. The benefits, benefit levels, employee contributions, and employer contributions are governed by the Village and can be amended by the Village through its personnel manual and union contracts. The plan is not accounted for as a trust fund, as an irrevocable trust has not been established to account for the plan. The plan does not issue a separate report. The activity of the plan is reported in the Village ’s Self-Insurance Fund. b. Benefits Provided The Village provides postemployment health care benefits to its retirees and certain disabled employees. To be eligible for benefits, an employee must qualify for retirement under one of the Village’s retirement plans or meet COBRA requirements. All health care benefits are provided through the Village’s self-insured health plan. The benefit levels are the same as those afforded to active employees. Benefits include general inpatient and outpatient medical services; mental, nervous, and substance abuse care; vision care; and prescriptions. Upon a retiree reaching age 65 years, Medicare becomes the primary insurer and the Village ’s plan becomes secondary. For certain disabled employees who qualify for health insurance benefits under the Public Safety Employee Benefits Act (PSEBA), the Village is required to pay 100% of the cost of basic health insurance for the employee and their dependents for their lifetime. c. Membership At December 31, 2023, membership consisted of: Inactive employees or their beneficiaries currently receiving benefits 26 Inactive employees entitled to but not yet receiving benefits - Active plan members 129 TOTAL 155 Participating employers 1 d. Total OPEB Liability The Village’s total OPEB liability of $5,153,599 was measured and determined by an actuarial valuation as of December 31, 2023. - 43 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 11. OTHER POSTEMPLOYMENT BENEFITS (Continued) e. Actuarial Assumptions and Other Inputs The total OPEB liability at December 31, 20 23, was determined using the following actuarial assumptions and other inputs, applied to all periods included in the measurement, unless otherwise specified. The total OPEB liability was rolled forward by the actuary using updated procedures to December 31, 2023, including updating the discount rate at December 31, 2023, as noted on the following page. Actuarial cost method Entry-age normal Actuarial value of assets Market value Salary increases 2.75% Discount rate 3.26% Healthcare cost trend rates 8.00% Initial 4.50% Ultimate The discount rate was based on The Bond Buyer 20-Bond GO Index, which is based on an average of certain general obligation municipal bonds maturing in 20 years and having an average rating equivalent of Moody’s Aa2 and Standard & Poor’s AA. f. Changes in the Total OPEB Liability Total OPEB Liability BALANCES AT JANUARY 1, 2023 $ 6,791,769 Changes for the period Service cost 371,025 Interest 260,598 Differences between expected and actual experience (2,483,121) Assumption changes* 531,192 Benefit payments (317,864) Net changes (1,638,170) BALANCES AT DECEMBER 31, 2023 $ 5,153,599 *There were changes in assumptions related to the discount rate and healthcare cost trend rates compared to the previous valuation . - 44 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 11. OTHER POSTEMPLOYMENT BENEFITS (Continued) g. Rate Sensitivity The following is a sensitivity analysis of the total OPEB liability to changes in the discount rate and the healthcare cost trend rate. The table below presents the total OPEB liability of the Village calculated using the discount rate of 3.26% as well as what the Village total OPEB liability would be if it were calculated using a discount rate that is 1 percentage point lower (2.26%) or 1 percentage point higher (4.26%) than the current rate: 1% Decrease Current Discount Rate 1% Increase (2.26%) (3.26%) (4.26%) Total OPEB liability $ 5,664,579 $ 5,153,599 $ 4,702,642 The table below presents the total OPEB liability of the Village calculated using the healthcare rate of 8.00% to 4.50% as well as what the Village’s total OPEB liability would be if it were calculated using a healthcare rate that is 1 percentage point lower (7.00% to 3.50%) or 1 percentage point higher (9.00% to 5.50%) than the current rate: 1% Decrease Current Healthcare Rate 1% Increase (7.00% to 3.50%) (8.00% to 4.50%) (9.00% to 5.50%) Total OPEB liability $ 4,542,994 $ 5,153,599 $ 5,904,455 h. OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB For the year ended December 31, 20 23, the Village recognized OPEB expense of $326,850. At December 31, 2023, the Village reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following sources: Deferred Outflows of Resources Deferred Inflows of Resources Differences between expected and actual experience $ 19,890 $ 2,832,046 Changes in assumptions 1,293,307 918,342 TOTAL $ 1,313,197 $ 3,750,388 - 45 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 11. OTHER POSTEMPLOYMENT BENEFITS (Continued) h. OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB (Continued) Amounts reported as deferred outflows of resources and deferred inflows of resources will be recognized in OPEB expense as follows: Year Ending December 31, 2024 $ (304,773) 2025 (304,773) 2026 (275,225) 2027 (310,597) 2028 (405,339) Thereafter (836,484) TOTAL $ (2,437,191) 12. DEFINED BENEFIT PENSION PLANS The Village contributes to three defined benefit pension plans, the Illinois Municipal Retirement Fund (IMRF), an agent multiple -employer public employee retirement system; the Police Pension Plan, which is a single -employer pension plan; and the Firefighters’ Pension Plan, which is also a single-employer pension plan. The benefits, benefit levels, employee contributions, and employer contributions for all three plans are governed by ILCS and can only be amended by the Illinois General Assembly. IMRF issues a publicly available report that includes financial statements and supplementary information for the plan as a whole, but not for individual employers. That report can be obtained from IMRF, 2211 York Road, Suite 500, Oak Brook, Illinois 60523 or at www.imrf.org. The Police and Firefighters’ Pension Plans do not issue separate reports. The table below is a summary for all pension plans as of and for the year ended December 31, 2023: Police Firefighters’ IMRF Pension Pension Total Net pension liability $ 5,266,649 $ 30,779,690 $ 26,105,296 $ 62,151,635 Deferred outflows of resources 4,661,996 7,457,138 3,348,948 15,468,082 Deferred inflows of resources - 218,787 69,020 287,807 Pension expense/income 1,199,936 3,896,559 3,092,518 8,189,013 - 46 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions Illinois Municipal Retirement Fund Plan Administration All employees (other than those covered by the Police and Firefighters’ Pension Plans) hired in positions that meet or exceed the prescribed annual hourly standard must be enrolled in IMRF as participating members. The plan is accounted for on the economic resources measurement focus and the accrual basis of accounting. Employer and employee contributions are recognized when earned in the year that the contributions are required, benefits and refunds are recognized as an expense and liability when due and payable. Plan Membership At December 31, 2022, IMRF membership consisted of: Inactive employees or their beneficiaries currently receiving benefits 132 Inactive employees entitled to but not yet receiving benefits 81 Active employees 64 TOTAL 277 Benefits Provided All employees (other than those covered by the Police or Firefighters ’ Pension Plans) hired in positions that meet or exceed the prescribed annual hourly standard must be enrolled in IMRF as participating members. IMRF provides two tiers of pension benefits. Employees hired prior to January 1, 2011, are eligible for Tier 1 benefits. For Tier 1 employees, pension benefits vest after eight years of service. Participating members who retire at age 55 (reduced benefits) or after age 60 (full benefits) with eight years of credited service are entitled to an annual retirement benefit, payable monthly for life, in an amount equal to 1 2/3% of their final rate of earnings, for each year of credited service up to 15 years, and 2% for each year thereafter. Employees hired on or after January 1, 2011, are eligible for Tier 2 benefits. For Tier 2 employees, pension benefits vest after ten years of service. Participating members who retire at age 62 (reduced benefits) or after age 67 (full benefits) with ten years of credited service are entitled to an annual retirement benefit, payable monthly for life, in an amount equal to 1 2/3% of their final rate of earnings, for each year of credited service up to 15 years, and 2% for each year thereafter. IMRF also provides death and disability benefits. These benefit provisions and all are established by state statute. - 47 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Illinois Municipal Retirement Fund (Continued) Contributions Participating members are required to contribute 4.50% of their annual salary to IMRF. The Village is required to contribute the remaining amounts necessary to fund IMRF as specified by statute. The required employer contribution rate for the year ended December 31, 2023 was 8.16% of covered payroll. The actual employer contribution rate for the year ended December 31, 2023 was 8.49% of covered payroll due to certain Village employees reaching the wage cap for Tier 2 participants. Actuarial Assumptions The Village’s net pension liability was measured as of December 31, 2022 and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation performed as of the same date using the following actuarial methods and assumptions. Actuarial valuation date December 31, 2022 Actuarial cost method Entry-age normal Assumptions Inflation 2.25% Salary increases 2.85% to 13.75% Cost of living adjustments 3.00% Asset valuation method Fair value For nondisabled retirees, the Pub-2010, Amount-Weighted, below-median income, General, Retiree, Male (adjusted 106%) and Female (adjusted 105%) tables, and future mortality improvements projected using scale MP -2020. For disabled retirees, the Pub-2010, Amount-Weighted, below-median income, General, Disabled Retiree, Male and Female (both unadjusted) tables, and future mortality improvements projected using scale MP-2020. For active members, the Pub-2010, Amount- Weighted, below-median income, General, Employee, Male and Female (both unadjusted) tables, and future mortality improvements projected using scale MP - 2020. - 48 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Illinois Municipal Retirement Fund (Continued) Discount Rate The discount rate used to measure the total pension liability at December 31, 2022 was 7.25%. The projection of cash flows used to determine the discount rate assumed that member contributions will be made at the current contribution rate and that the Village contributions will be made at rates equal to the difference between actuarially determined contribution rates and the member rate. Based on those assumptions, the IMRF’s fiduciary net position was projected to be available to make all projected future benefit payments of current plan members. Changes in the Net Pension Liability (Asset) (a) Total Pension (b) Plan Fiduciary (a) - (b) Net Pension Liability Liability Net Position (Asset) BALANCES AT JANUARY 1, 2022 $ 45,800,433 $ 50,829,221 $ (5,028,788) Changes for the period Service cost 449,159 - 449,159 Interest 3,233,154 - 3,233,154 Difference between expected and actual experience 359,635 - 359,635 Changes in assumptions - - - Employer contributions - 506,553 (506,553) Employee contributions - 230,465 (230,465) Net investment income - (6,912,633) 6,912,633 Benefit payments and refunds (2,859,564) (2,859,564) - Other (net transfer) - (77,874) 77,874 Net changes 1,182,384 (9,113,053) 10,295,437 BALANCES AT DECEMBER 31, 2022 $ 46,982,817 $ 41,716,168 $ 5,266,649 There were no changes in assumptions compared to the previous valuation. - 49 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Illinois Municipal Retirement Fund (Continued) Pension Expense and Deferred Outflows of Resources and Deferred Inflows of Resources For the year ended December 31, 2023, the Village recognized pension expense of $1,199,936. At December 31, 2023, the Village reported deferred outflows of resources and deferred inflows of resources related to IMRF from the following sources: Deferred Outflows of Deferred Inflows of Resources Resources Difference between expected and actual experience $ 462,073 $ - Changes in assumption - - Net difference between projected and actual earnings on pension plan investments 3,729,144 - Contributions subsequent to the measurement date 470,779 - TOTAL $ 4,661,996 $ - Amounts reported as deferred outflows of resources and deferred inflows of resources related to IMRF will be recognized in pension expense as follows: $470,779 reported as deferred outflows of resources related to pensions resulting from the Village contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ending December 31, 2024. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to IMRF will be recognized in pension expense as follows: Year Ending December 31, 2024 $ 211,001 2025 641,523 2026 1,235,095 2027 2,103,598 TOTAL $ 4,191,217 - 50 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Illinois Municipal Retirement Fund (Continued) Discount Rate Sensitivity The following is a sensitivity analysis of the net pension liability to changes in the discount rate. The table below presents the net pension liability of the Village calculated using the discount rate of 7.25% as well as what the Village’s net pension liability would be if it were calculated using a discount rate that is 1 percentage point lower (6.25%) or 1 percentage point higher (8.25%) than the current rate: 1% Decrease Current Discount Rate 1% Increase (6.25%) (7.25%) (8.25%) Net pension liability $ 10,333,446 $ 5,266,649 $ 1,165,433 Police Pension Plan Plan Administration Police sworn personnel are covered by the Police Pension Plan. Although this is a single-employer pension plan, the defined benefits and employee and employer contribution levels are governed by Illinois Compiled Statutes (40 ILCS 5/3 -1) and may be amended only by the Illinois legislature. The Village accounts for the plan as a pension trust fund. The plan is governed by a five-member Board of Trustees. Two members of the Board of Trustees are appointed by the Village President, one member is elected by pension beneficiaries, and two members are elected by active police employees. Plan Membership At December 31, 2023, the measurement date, membership consisted of: Inactive plan members currently receiving benefits 48 Inactive plan members entitled to but not yet receiving benefits 12 Active plan members 42 TOTAL 102 - 51 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Police Pension Plan (Continued) Benefits Provided The Police Pension Plan provides retirement benefits as well as death and disability benefits. Tier 1 employees (those hired prior to January 1, 2011) attaining the age of 50 or older with 20 or more years of creditable service are entitled to receive an annual retirement benefit equal to one -half of the salary attached to the rank held on the last day of service, or for one year prior to the last day, whichever is greater. The annual benefit shall be increased by 2.50% of such salary for each additional year of service over 20 years up to 30 years to a maximum of 75% of such salary. Employees with at least eight years but less than 20 years of credited service may retire at or after age 60 and receive 2.50% of salary for each year of service. The monthly benefit shall be increased annually, following the first anniversary date of retirement and be paid upon reaching the age of at least 55 years, by 3% of the original pension, and 3% compounded annually thereafter. Tier 2 employees (those hired on or after January 1, 2011) attaining the age of 55 or older with ten or more years of creditable service are entitled to receive an annual retirement benefit equal to the greater of the average monthly salary obtaining by dividing the total salary during the 48 consecutive months of service within the last of 60 months in which the total salary was the highest by the number of months in that period; or the average monthly salary obtained by dividing the total salary of the police officer during the 96 consecutive months of service within the last 120 months of service in which the total salary was the highest by the number of months of service in that period. Police officers ’ salary for pension purposes is capped at $106,800, plus the lesser of ½ of the annual change in the Consumer Price Index or 3% compounded. The annual benefit shall be increased by 2.50% of such salary for each additional year of service over 20 years up to 30 years to a maximum of 75% of such salary. Employees with at least ten years may retire at or after age 50 and receive a reduced benefit (i.e., ½% for each month under 55). The monthly benefit of a Tier 2 police officer shall be increased annually at age 60 on the January 1 st after the police officer retires, or the first anniversary of the pension starting date, whichever is later. Noncompounding increases occur annually, each January thereafter. The increase is the lesser of 3% or ½ of the change in the Consumer Price Index for the preceding calendar year. - 52 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Police Pension Plan (Continued) Contributions Employees are required by ILCS to contribute 9.91% of their base salary to the Police Pension Plan. If an employee leaves covered employment with less than 20 years of service, accumulated employee contributions may be refunded without accumulated interest. The Village is required to contribute the remaining amounts necessary to finance the plan and the administrative costs as actuarially determined by an enrolled actuary. Effective January 1, 2011, the Village has until the year 2040 to fund 90% of the past service cost for the Police Pension Plan. The Village has chosen a policy to fund 100% of the past service costs by 2040. For the year ended December 31, 2023, the Village’s contribution was 66.22% of covered payroll. Illinois Police Officers’ Pension Investment Fund The Illinois Police Officers’ Pension Investment Fund (IPOPIF) is an investment trust fund responsible for the consolidation and fiduciary management of the pension assets of Illinois suburban and downstate police pension funds. IPOPIF was created by Public Act 101-0610 and codified within the Illinois Pension Code, becoming effective January 1, 2020, to streamline investments and eliminate unnecessary and redundant administrative costs, thereby ensuring assets are available to fund pension benefits for the beneficiaries of the participating pension funds as defined in 40 ILCS 5/22B-105. Participation in IPOPIF by Illinois suburban and downstate police pension funds is mandatory. Deposits with Financial Institutions The plan retains all of its available cash with one financial institution. Available cash is determined to be that amount which is required for the current expenditures of the plan. The excess of available cash is required to be transferred to IPOPIF for purposes of the long-term investment for the plan. Custodial credit risk for deposits with financial institutions is the risk that in the event of bank failure, the plan’s deposits may not be returned to it. The plan’s investment policy requires pledging of collateral for all bank balances held in the plan’s name in excess of federal depository insurance, at amounts ranging from 110% to 115% of the fair market value of the funds secured, with the collateral held by an independent third party or the Federal Reserve Bank. - 53 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Police Pension Plan (Continued) Investments Investments of the Plan are combined in a commingled external investment pool and held by IPOPIF. A schedule of investment expenses is included in IPOPIF’s annual report. For additional information on IPOPIF’s investments, please refer to their annual report. A copy of that report can be obtained from IPOPIF at 456 Fulton Street, Suite 402, Peoria, Illinois 61602 or at www.ipopif.org. Fair Value Measurement The plan categorizes fair value measurements within the fair value hierarchy established by GAAP. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; and Level 3 inputs are significant unobservable inputs. The Plan held no investments subject to fair value measurement at December 31, 202 3. Net Asset Value The Net Asset Value (NAV) of the plan’s pooled investment in IPOPIF was $41,675,815 at December 31, 2023. Investments in IPOPIF are valued at IPOPIF’s share price, which is the price the investment could be sold. There are no unfunded commitments at December 31, 2023. The plan may redeem shares with a seven calendar day notice. IPOPIF may, at its sole discretion and based on circumstances, process redemption requests with fewer than a seven calendar day notice. Regular redemptions of the same amount on a particular day of the month may be arranged with IPOPIF. Investment Rate of Return For the year ended December 31, 2023, the annual money-weighted rate of return on pension plan investments, net of pension plan investment expense, was 13.70%. The money-weighted rate of return expresses investment performance, net of investment expense, adjusted for the changing amounts actually invested. - 54 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Police Pension Plan (Continued) Discount Rate The discount rate used to measure the total pension liability at December 31, 2023 was 6.75%. The projection of cash flows used to determine the discount rate assumed that member contributions will be made at the current contribution rate and that the Village contributions will be made at rates equal to the difference between actuarially determined contribution rates and the member rate. Based on those assumptions, the fund’s fiduciary net position was projected to be available to make all projected future benefit payments of current plan members. Changes in the Net Pension Liability (a) Total Pension (b) Plan Fiduciary (a) - (b) Net Pension Liability Net Position Liability BALANCES AT JANUARY 1, 2023 $ 72,486,028 $ 40,227,392 $ 32,258,636 Changes for the period Service cost 1,010,891 - 1,010,891 Interest 4,833,744 - 4,833,744 Difference between expected and actual experience 910,234 - 910,234 Changes in assumptions - - - Changes in benefit terms (3,771,802) - (3,771,802) Employer contributions - 2,847,989 (2,847,989) Employee contributions - 545,052 (545,052) Net investment income - 4,884,978 (4,884,978) Benefit payments and refunds - (3,771,802) 3,771,802 Administrative expense - (44,204) 44,204 Net changes 2,983,067 4,462,013 (1,478,946) BALANCES AT DECEMBER 31, 2023 $ 75,469,095 $ 44,689,405 $ 30,779,690 As of December 31, 2023, the plan fiduciary net position was 59.22% of the Total Pension Liability. - 55 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Police Pension Plan (Continued) Actuarial Assumptions The total pension liability above was determined by an actuarial valuation using the following actuarial methods and assumptions. Actuarial valuation date December 31, 2023 Actuarial cost method Entry-age normal Assumptions Inflation 2.50% Salary increases 3.50% to 11.00% Interest rate 6.75% Cost of living adjustments 3.00% Asset valuation method Fair value The Pub-2010 Public Safety Employee Mortality Table without adjustment, with generational improvement scale MP-2021 applied from 2010 was used to measure mortality rates. Discount Rate Sensitivity The following is a sensitivity analysis of the net pension liability to changes in the discount rate. The table below presents the net pension liability of the Village calculated using the discount rate of 6.75% as well as what the Village’s net pension liability would be if it were calculated using a discount rate that is 1 percentage point lower (5.75%) or 1 percentage point higher (7.75%) than the current rate: 1% Decrease Current Discount Rate 1% Increase (5.75%) (6.75%) (7.75%) Net pension liability $ 41,041,870 $ 30,779,690 $ 22,396,099 - 56 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Police Pension Plan (Continued) Pension Expense and Deferred Outflows of Resources and Deferred Inflows of Resources For the year ended December 31, 2023, the Village recognized pension expense of $3,896,559. At December 31, 2023, the Village reported deferred outflows of resources and deferred inflows of resources related to the police pension from the following sources: Deferred Outflows of Deferred Inflows of Resources Resources Difference between expected and actual experience $ 2,375,146 $ 139,784 Changes in assumptions 1,237,423 79,003 Net difference between projected and actual earnings on pension plan investments 3,844,569 - TOTAL $ 7,457,138 $ 218,787 Changes in the net pension liability related to the difference in actual and expected experience, or changes in assumptions regarding future events, are recognized in pension expense over the expected remaining service life of all employees (active and retired) in the plan. Differences in projected and actual earnings over the measurement period are recognized over a five-year period. Amounts reported as deferred outflows of resources and deferred inflows of resources related to the police pension will be recognized in pension expense as follows: Year Ending December 31, 2024 $ 1,971,960 2025 2,511,372 2026 3,009,753 2027 (254,734) TOTAL $ 7,238,351 - 57 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Firefighters’ Pension Plan Plan Administration Firefighter sworn personnel are covered by the Firefighters’ Pension Plan, a single-employer defined benefit pension plan sponsored by the Village. The defined benefits and employee and minimum employer contribution levels are governed by Illinois Compiled Statutes (40 ILCS 5/4-101) and may be amended only by the Illinois legislature. The Village accounts for the Firefighters’ Pension Plan as a pension trust fund. The plan is governed by a five-member Board of Trustees. Two members of the Board of Trustees are appointed by the Village President, one member is elected by pension beneficiaries, and two members are elected by active firefighter employees. Plan Membership At December 31, 2023, the measurement date, membership consisted of: Inactive plan members currently receiving benefits 47 Inactive plan members entitled to but not yet receiving benefits 7 Active plan members 31 TOTAL 85 Benefits Provided The following is a summary of benefits of the plan as provided for in ILCS: The Firefighters’ Pension Plan provides retirement benefits as well as death and disability benefits. Tier 1 employees (those hired prior to January 1, 2011) attaining the age of 50 or older with 20 or more years of creditable service are entitled to receive an annual retirement benefit equal to one -half of the salary attached to the rank held at the date of retirement. The annual be nefit shall be increased by 2.50% of such salary for each additional year of service over 20 years up t o 30 years to a maximum of 75% of such salary. Employees with at least ten years but less than 20 years of credited service may retire at or after age 60 and receive a reduced benefit. The monthly benefit shall be increased annually, following the first anniversary date of retirement and be paid upon reaching the a ge of at least 55 years, by 3% of the original pension, and 3% compounded annually thereafter. - 58 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Firefighters’ Pension Plan (Continued) Benefits Provided (Continued) Tier 2 employees (those hired on or after January 1, 2011) attaining the age of 55 or older with ten or more years of creditable service are entitled to receive an annual retirement benefit equal to the average monthly salary obtained by dividing the total salary of the firefighter during the 96 consecutive months of service within the last 120 months of service in which the total salary was the highest by the number of months of service in that period. Firefighters ’ salary for pension purposes is capped at $106,800, plus the lesser of ½ of the annual change in the Consumer Price Index or 3% compounded. The annual benefit shall be increased by 2.50% of such salary for each additional year of service over 20 years up to 30 years to a maximum of 75% of such salary. Employees with at least ten years may retire at or after age 50 and receive a reduced benefit (i.e., ½% for each month under 55). The monthly benefit of a Tier 2 firefighter shall be increased annually at age 60 on the January 1st after the firefighter retires, or the first anniversary of the pension starting date, whichever is later. Noncompounding increases occur annually, each January thereafter. The increase is the lesser of 3% or ½ of the change in the Consumer Price Index for the proceeding calendar year. Contributions Covered employees are required to contribute 9.455% of their base salary to the Firefighters’ Pension Plan. If an employee leaves covered employment with fewer than 20 years of service, accumulated employee contributions may be refunded without accumulated interest. Contributions are recognized when due pursuant to formal commitments, as well as statutory or contractual requirements. Benefits and refunds are recognized when due and payable in accordance with the terms of the Firefighters’ Pension Plan. The costs of administering the Firefighters’ Pension Plan are financed through investment earnings. The Village is required to finance the Firefighters’ Pension Plan as actuarially determined by an enrolled actuary. Effective January 1, 2011, the Village has until the year 2040 to fund 90% of the past service cost for the Firefighters’ Pension Plan. The Village has chosen a policy to fund 100% of the past service costs by 2040. For the year ended December 31, 2023, the Village’s contribution was 92.57% of covered payroll. - 59 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Firefighters’ Pension Plan (Continued) Illinois Firefighters’ Pension Investment Fund The Illinois Firefighters’ Pension Investment Fund (IFPIF) is an investment trust fund responsible for the consolidation and fiduciary management of the pension assets of Illinois suburban and downstate firefighter pension funds. IFPIF was created by Public Act 101-0610, and codified within the Illinois Pension Code, becoming effective January 1, 2020, to streamline investments and eliminate unnecessary and redundant administrative costs, thereby ensuring assets are available to fund pension benefits for the beneficiaries of the participating pension funds. Participation in IFPIF by Illinois suburban and downstate firefighter pension funds is mandatory. Deposits with Financial Institutions Custodial credit risk for deposits with financial institutions is the risk that in the event of a bank failure, the Firefighters’ Pension Fund’s deposits may not be returned to it. The Firefighters’ Pension Fund’s investment policy does not require pledging of collateral for its deposits in excess of federal depository insurance. However, all deposits at December 31, 2023 are covered by federal depository insurance. Investments Investments of the plan are combined in a commingled external investment pool and held by IFPIF. A schedule of investment expenses is included in IFPIF’s annual report. For additional information on IFPIF’s investments, please refer to their annual report. A copy of that report can be obtained from IFPIF at 1919 South Highland Avenue, Building A, Suite 237, Lombard, IL 60148 or at www.ifpif.org. Fair Value Measurement The plan categorizes fair value measurements within the fair value hierarchy established by GAAP. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; and Level 3 inputs are significant unobservable inputs. The plan held no investments subject to fair value measurement at December 31, 2023. - 60 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Firefighters’ Pension Plan (Continued) Net Asset Value The Net Asset Value (NAV) of the plan’s pooled investment in IFPIF was $34,448,588 at December 31, 2023 The pooled investments consist of the investments as noted in the target allocation table available at www.ifpif.org. Investments in IFPIF are valued at IFPIF’s share price, which is the price the investment could be sold. There are no unfunded commitments at December 31, 2023. The plan may redeem shares by giving notice by 5:00 pm central time on the 1st of each month. Requests properly submitted on or before the 1 st of each month will be processed for redemption by the 14 th of the month. Expedited redemptions may be processed at the sole discretion of IFPIF. Investment Policy IFPIF’s current investment policy was adopted by the Board of Trustees on June 17, 2022. IFPIF is authorized to invest in all investments allowed by ILCS. The IFPIF shall not be subject to any of the limitations applicable to investments of pension fund assets currently held by the transferor pension funds under Sections 1 -113.1 through 1-113.12 or Article 4 of the Illinois Pension Code. Rate of Return For the year ended December 31, 202 3, the annual money-weighted rate of return on pension plan investments, net of pension plan investment ex pense, was 15.50%. The money-weighted rate of return expresses investment performance, net of investment expense, adjusted for the changing amounts actually invested. Discount Rate The discount rate used to measure the total pension liability at December 31, 2023 was 6.75%. The projection of cash flows used to determine the discount rate assumed that member contributions will be made at the current contribution rate and that the Village contributions will be made at rates equal to the difference between actuarially determined contribution rates and the member rate. Based on those assumptions, the fund’s fiduciary net position was projected to be available to make all projected future benefit payments of current plan members. - 61 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Firefighters’ Pension Plan (Continued) Changes in the Net Pension Liability (a) Total Pension (b) Plan Fiduciary (a) - (b) Net Pension Liability Net Position Liability BALANCES AT JANUARY 1, 2023 $ 59,739,608 $ 30,792,683 $ 28,946,925 Changes for the period Service cost 793,365 - 793,365 Interest 3,971,907 - 3,971,907 Difference between expected and actual experience (78,159) - (78,159) Changes in assumptions - - - Changes in benefit terms - - - Employer contributions - 2,754,407 (2,754,407) Employee contributions - 300,356 (300,356) Net investment income - 4,522,109 (4,522,109) Benefit payments and refunds (3,379,811) (3,379,811) - Administrative expense - (48,130) 48,130 Net changes 1,307,302 4,148,931 (2,841,629) BALANCES AT DECEMBER 31, 2023 $ 61,046,910 $ 34,941,614 $ 26,105,296 As of December 31, 2023, the plan fiduciary net position was 57.24% of the Total Pension Liability. - 62 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Firefighters’ Pension Plan (Continued) Actuarial Assumptions The total pension liability above was determined by an actuarial valuation using the following actuarial methods and assumptions. Actuarial valuation date December 31, 2023 Actuarial cost method Entry-age normal Assumptions Inflation 2.25% Salary increases 4.00% to 12.50% Interest rate 6.75% Cost of living adjustments 3.00% Asset valuation method Fair value The Pub-2010 Public Safety Employee Mortality Table without adjustment, with generational improvement scale MP-2020 applied from 2010 was used to measure mortality rates. Discount Rate Sensitivity The following is a sensitivity analysis of the net pension liability to changes in the discount rate. The table below presents the net pension liability of the Village calculated using the discount rate of 6.75% as well as what the Village’s net pension liability would be if it were calculated using a discount rate that is 1 percentage point lower (5.75%) or 1 percentage point higher (7.75%) than the current rate: 1% Decrease Current Discount Rate 1% Increase (5.75%) (6.75%) (7.75%) Net pension liability $ 33,954,599 $ 26,105,296 $ 19,640,807 - 63 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) a. Plan Descriptions (Continued) Firefighters’ Pension Plan (Continued) Pension Expense and Deferred Outflows of Resources and Deferred Inflows of Resources For the year ended December 31, 2023, the Village recognized pension expense of $3,092,518. At December 31, 2023, the Village reported deferred outflows of resources and deferred inflows of resources related to the firefighters’ pension from the following sources: Deferred Outflows of Deferred Inflows of Resources Resources Difference between expected and actual experience $ 550,622 $ 69,020 Changes in assumption 631,119 - Net difference between projected and actual earnings on pension plan investments 2,167,207 - TOTAL $ 3,348,948 $ 69,020 Changes in the net pension liability related to the difference in actual and expected experience, or changes in assumptions regarding future events, are recognized in pension expense over the expected remaining service life of all employees (active and retired) in the plan. Differences in projected and actual earnings over the measurement period are recognized over a five-year period. Amounts reported as deferred outflows of resources and deferred inflows of resources related to the firefighters’ pension will be recognized in pension expense as follows: Year Ending December 31, 2024 $ 1,281,729 2025 1,224,264 2026 1,265,173 2027 (491,238) TOTAL $ 3,279,928 - 64 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) b. Fiduciary Funds Summary Financial Information The following is summary financial information for the Police Pension Plan and the Firefighters’ Pension Plan. Statement of Net Position Police Pension Firefighters’ Pension Total ASSETS Cash and short-term investments $ 3,019,825 $ 489,638 $ 3,509,463 Investments held in the Illinois Police Officer’s Pension Investment Fund 41,675,815 - 41,675,815 Investments held in the Illinois Firefighter’s Pension Investment Fund - 34,448,588 34,448,588 Prepaid items 3,295 4,603 7,897 Total assets 44,698,935 34,942,829 79,641,764 LIABILITIES Accounts payable 9,530 1,215 10,745 Total liabilities 9,530 1,215 10,745 NET POSITION HELD IN TRUST FOR PENSION BENEFITS $ 44,689,405 $ 34,941,614 $ 79,631,019 - 65 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 12. DEFINED BENEFIT PENSION PLANS (Continued) b. Fiduciary Funds Summary Financial Information (Continued) Changes in Plan Net Position Police Pension Firefighters’ Pension Total ADDITIONS Contributions Employer $ 2,847,989 $ 2,754,407 $ 5,602,396 Employee 545,052 300,356 845,408 Total contributions 3,393,041 3,054,763 6,447,804 Investment income Net appreciation in fair value of investments 4,643,812 3,992,445 8,636,257 Interest 295,331 570,068 865,399 Total investment income 4,939,143 4,562,513 9,501,656 Less investment expense (54,165) (40,404) (94,569) Net investment income 4,884,978 4,522,109 9,407,087 Total additions 8,278,019 7,576,872 15,854,891 DEDUCTIONS Benefits and refunds 3,771,802 3,379,811 7,151,613 Administrative expenses 44,204 48,130 92,334 Total deductions 3,816,006 3,427,941 7,243,947 NET INCREASE 4,462,013 4,148,931 8,610,944 NET POSITION HELD IN TRUST FOR PENSION BENEFITS January 1 40,227,392 30,792,683 71,020,075 December 31 $ 44,689,405 $ 34,941,614 $ 79,631,019 - 66 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 13. SPORTS CORE ATHLETIC FIELDS As of January 25, 2022, the Village entered into an agreement with a private company (PC) to outsource the operations of the Village owned Sports Core Athletic Fields, consisting of a serios of soccer fields and other athletic fields. PC has access to manage, operate, maintain, and promote the athletic fields. PC agrees to pay the Village a fee of $94,000 in the first year of operations and $100,000 each year thereafter. In addition , PC agrees to pay the Village for maintenance costs of $70,000 to $74,000 annually, through 2026. Beginning in year two and subsequent years of the contractual agreement, PC agrees to pay monthly payments in the amount of one-ninth of the total amount of guaranteed revenues and maintained costs due in each respective year. Additionally, if PC realizes gross revenues in excess of $300,000 during any fiscal year, PAM shall pay $75% of such excess amount of gross revenues to the Village. The Village did not receive any variable payments during the year ended December 31, 2023. As of January 1, 2023, the Village reported a receivable of and deferred inflow of resources in the amount of $371,854 (discounted using a rate of 3.41%). For the year ended December 31, 2023, the Village recognized a reduction of the receivable $88,274 and a reduction of the deferred inflow of resources in the amount of $92,963. 14. LESSOR DISCLOSURES In accordance with GASB Statement No. 87, Leases, the Village’s lessor disclosures are as follows: The Village entered a lease agreement in January 202 3, to lease space for a golf range. Payments of $80,000 are due to the Village in annual installments, through April 2036. The lease agreement is noncancelable and maintains an interest rate of 1.79%. The Village entered a lease agreement in February 202 3, to lease property. Payments ranging from $1,000 to $2,500 are due to the Village in monthly installments, through December 2026. The lease agreement is noncancelable and maintains an interest rate of 0.89%. The Village entered a lease agreement in September 2021, to lease space on a cell tower for the placement of cellular communications equipment. Payments ranging from $3,360 to $5,082 are due to the Village in monthly installments, through August 2036. The lease agreement is noncancelable and maintains an interest rate of 1.79%. The Village entered a lease agreement in September 2018, to lease space on a cell tower for the placement of cellular communications equipment. Payments ranging from $2,185 to $4,066 are due to the Village in monthly installments, through August 2043. The lease agreement is noncancelable and maintains an interest rate of 2.09%. - 67 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO FINANCIAL STATEMENTS (Continued) 14. LESSOR DISCLOSURES (Continued) The Village entered a lease agreement in May 2000, to lease space on a cell tower for the placement of cellular communications equipment. Payments ranging from $4,929 to $5,127 are due to the Village in monthly installments, through April 2023. The lease agreement is noncancelable and maintains an interest rate of 0.31%. This lease ended during the fiscal year. The Village entered a lease agreement in March 2009, to lease space on a cell tower for the placement of cellular communications equipment. Payments ranging from $3,137 to $5,184 are due to the Village in monthly installments, through February 2039. The lease agreement is noncancelable and maintains an interest rate of 1.88%. The Village entered a lease agreement in April 2018, to lease space on a cell tower for the placement of cellular communications equipment. Payments ranging from $2,500 to $5,251 are due to the Village in monthly installments, through March 2048. The lease agreement is noncancelable and maintains an interest rate of 2.19%. During the year, the Village recognized lease revenue of $169,409 and interest revenue of $55,050 related to leases. 15. CHANGE IN ACCOUNTING PRINCIPLE The Village adopted GASB Statement No. 94, Public-Private and Public-Public Partnerships and Availability Payment Arrangements, which addresses issues related to accounting and reporting for public-private and public-public partnership arrangements (PPPs). A receivable and deferred inflow in the amount of $371,854 were recorded as of January 1, 2023. The Village adopted GASB Statement No. 96, Subscription-Based Information Technology Arrangements, which provides guidance on the accounting and financial reporting for SBITAs for government end users. A SBITA liability and SBITA right-to-use asset in the amount of $188,590 were recorded as of January 1, 2023. - 68 - REQUIRED SUPPLEMENTARY INFORMATION Variance Original Final Over Budget Budget Actual (Under) REVENUES Intergovernmental 17,961,562$ 20,768,760$ 20,786,724$ 17,964$ Utility taxes 5,623,000 4,286,590 4,286,590 - Licenses and permits 1,950,485 3,834,611 3,843,934 9,323 Charges for services 2,137,621 2,998,929 2,714,860 (284,069) Fines and penalties 313,500 240,760 244,617 3,857 Investment income 200,000 1,811,615 1,866,677 55,062 Miscellaneous 219,800 257,725 748,691 490,966 Total revenues 28,405,968 34,198,990 34,492,093 293,103 EXPENDITURES Current General government 4,978,203 4,930,742 4,826,926 (103,816) Public safety 19,436,355 20,505,953 21,407,378 901,425 Public works 2,930,766 2,631,784 2,631,784 - Culture and recreation 1,075,680 1,082,354 1,082,354 - Debt service Pricipal - - 222,837 222,837 Interest and fees - - 3,436 3,436 Total expenditures 28,421,004 29,150,833 30,174,715 1,023,882 EXCESS (DEFICIENCY) OF REVENUES OVER EXPENDITURES (15,036) 5,048,157 4,317,378 (730,779) OTHER FINANCING SOURCES (USES) Transfers (out)- (1,500,000) (996,604) 503,396 SBITA issuance - - 344,261 344,261 Installment contract issuance - - 411,256 411,256 Total other financing sources (uses) - (1,500,000) (241,087) 1,258,913 NET CHANGE IN FUND BALANCE (15,036)$ 3,548,157$ 4,076,291 528,134$ FUND BALANCE, JANUARY 1 38,507,903 FUND BALANCE, DECEMBER 31 42,584,194$ VILLAGE OF OAK BROOK, ILLINOIS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL GENERAL FUND For the Year Ended December 31, 2023 (See independent auditor's report.) - 69 - FISCAL YEAR ENDED DECEMBER 31,2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Actuarially determined contribution 732,952$ 715,497$ 723,635$ 611,935$ 647,428$ 544,333$ 663,595$ 629,910$ 506,553$ 470,779$ Contributions in relation to the actuarially determined contribution 749,983 715,089 723,634 645,761 647,429 562,006 663,595 629,910 506,553 470,779 CONTRIBUTION DEFICIENCY (Excess)(17,031)$ 408$ 1$ (33,826)$ (1)$ (17,673)$ -$ -$ -$ -$ Covered payroll 5,168,916$ 5,230,241$ 5,400,260$ 4,875,980$ 4,930,905$ 5,347,086$ 5,352,529$ 5,214,013$ 5,133,577$ 5,547,439$ Contributions as a percentage of covered payroll 14.51%13.67%13.40%13.24%13.13%10.51%12.40%12.08%9.87%8.49% Notes to Required Supplementary Information Ultimately, this schedule should present information for the last ten years. However, until ten years of information can be compiled, information will be presented for as many years as is available. VILLAGE OF OAK BROOK, ILLINOIS SCHEDULE OF EMPLOYER CONTRIBUTIONS Last Ten Fiscal Years ILLINOIS MUNICIPAL RETIREMENT FUND The information presented was determined as part of the actuarial valuation as of January 1 of the prior fiscal year.Additional information as of the latest actuarial valuation presented is as follows:the actuarial cost method was entry-age normal;the amortization method was level percent of pay,closed,and the amortization period was 21 years;the asset valuation method was five-year smoothed fair value;and the significant actuarial assumptions were an investment rate of return at 7.25%annually,projected salary increases assumption of 2.85%to 13.75%compounded annually,and postretirement benefit increases of 2.25% compounded annually. (See independent auditor's report.) - 70 - FISCAL YEAR ENDED DECEMBER 31,2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Actuarially determined contribution 1,485,673$ 1,550,233$ 1,708,330$ 1,748,025$ 1,946,714$ 2,057,112$ 2,169,845$ 2,133,229$ 2,097,159$ 2,679,240$ Contribution in relation to the actuarially determined contribution 1,259,824 1,336,683 1,527,927 1,748,025 1,946,714 2,057,112 1,803,644 2,133,229 2,052,526 2,847,989 CONTRIBUTION DEFICIENCY (Excess)225,849$ 213,550$ 180,403$ -$ -$ -$ 366,201$ -$ 44,633$ (168,749)$ Covered payroll 3,598,016$ 3,631,184$ 3,735,548$ 3,829,224$ 3,892,216$ 3,849,863$ 3,932,044$ 4,179,054$ 4,221,825$ 4,300,995$ Contributions as a percentage of covered payroll 35.01%36.81%40.90%45.65%50.02%53.43%45.87%51.05%48.62%66.22% Notes to the Required Supplementary Information SCHEDULE OF EMPLOYER CONTRIBUTIONS POLICE PENSION FUND VILLAGE OF OAK BROOK, ILLINOIS Last Ten Fiscal Years The information presented was determined as part of the actuarial valuations as of January 1 of the prior fiscal year.Additional information as of the latest actuarial valuation presented is as follows:the actuarial cost method was entry-age normal;the amortization method was level percent of pay,closed,and the amortization period was 18 years;the asset valuation method was at fair value;and the significant actuarial assumptions were an investment rate of return of 6.75%annually,projected salary increase assumption of 3.50%to 11.00%(varying by service),and postretirement benefit increases of 3.00% compounded annually. (See independent auditor's report.) - 71 - FISCAL YEAR ENDED DECEMBER 31, 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Actuarially determined contribution 1,698,405$ 1,826,637$ 2,015,441$ 2,080,231$ 2,064,689$ 2,150,924$ 2,194,631$ 2,173,496$ 2,316,400$ 2,480,119$ Contribution in relation to the actuarially determined contribution 1,570,742 1,414,530 1,801,476 2,080,231 2,064,689 2,150,924 1,834,554 2,173,496 2,252,102 2,754,407 CONTRIBUTION DEFICIENCY (Excess)127,663$ 412,107$ 213,965$ -$ -$ -$ 360,077$ -$ 64,298$ (274,288)$ Covered payroll 2,674,017$ 2,818,219$ 2,812,001$ 2,918,844$ 3,085,809$ 3,187,983$ 3,179,407$ 3,240,175$ 2,974,486$ 2,975,539$ Contributions as a percentage of 58.74%50.19%64.06%71.27%66.91%67.47%57.70%67.08%75.71%92.57% Notes to the Required Supplementary Information The information presented was determined as part of the actuarial valuations as of January 1 of the prior fiscal year.Additional information as of the latest actuarial valuation presented is as follows:the actuarial cost method was entry-age normal;the amortization method was level percent of pay,closed,and the amortization period was 18 years;the asset valuation method was at fair value;and the significant actuarial assumptions were an investment rate of return of 6.75%annually,projected salary increase assumption of 4.00%to 12.50%(varying by service),and postretirement benefit increases of 3.00% compounded annually. VILLAGE OF OAK BROOK, ILLINOIS FIREFIGHTERS' PENSION FUND SCHEDULE OF EMPLOYER CONTRIBUTIONS Last Ten Fiscal Years covered payroll (See independent auditor's report.) - 72 - MEASUREMENT DATE DECEMBER 31,2014 2015 2016 2017 2018 2019 2020 2021 2022 TOTAL PENSION LIABILITY Service cost 613,861$ 581,062$ 558,199$ 524,438$ 465,011$ 516,338$ 544,020$ 522,291$ 449,159$ Interest 2,465,082 2,615,047 2,706,946 2,837,540 2,799,690 2,922,546 3,052,150 3,060,021 3,233,154 Changes of benefit terms - - - - - - - - - Differences between expected and actual experience (770,401) (398,570) 243,794 (677,198) 711,157 389,071 (889,544) 1,476,988 359,635 Changes of assumptions 1,163,670 89,849 (135,521) (1,138,825) 1,073,505 - (341,628) - - Benefit payments, including refunds of member contributions (1,353,166) (1,466,273) (1,638,204) (1,882,278) (2,159,539) (2,026,957) (2,081,335) (2,409,813) (2,859,564) Net change in total pension liability 2,119,046 1,421,115 1,735,214 (336,323) 2,889,824 1,800,998 283,663 2,649,487 1,182,384 Total pension liability - beginning 33,237,409 35,356,455 36,777,570 38,512,784 38,176,461 41,066,285 42,867,283 43,150,946 45,800,433 TOTAL PENSION LIABILITY - ENDING 35,356,455$ 36,777,570$ 38,512,784$ 38,176,461$ 41,066,285$ 42,867,283$ 43,150,946$ 45,800,433$ 46,982,817$ PLAN FIDUCIARY NET POSITION Contributions - employer 749,983$ 715,089$ 723,634$ 645,761$ 647,429$ 562,006$ 663,595$ 629,048$ 506,553$ Contributions - member 238,409 238,021 243,012 348,030 222,216 240,618 252,942 234,051 230,465 Net investment income 1,874,762 159,375 2,199,050 5,792,968 (2,162,333) 6,770,446 5,960,124 7,531,947 (6,912,633) Benefit payments, including refunds of member contributions (1,353,166) (1,466,273) (1,638,204) (1,882,278) (2,159,539) (2,026,957) (2,081,335) (2,409,813) (2,859,564) Other (294,611) 63,416 247,674 (989,852) 1,282,342 (7,610) (1,007,512) 156,571 (77,874) Net change in plan fiduciary net position 1,215,377 (290,372) 1,775,166 3,914,629 (2,169,885) 5,538,503 3,787,814 6,141,804 (9,113,053) Plan fiduciary net position - beginning 30,916,185 32,131,562 31,841,190 33,616,356 37,530,985 35,361,100 40,899,603 44,687,417 50,829,221 PLAN FIDUCIARY NET POSITION - ENDING 32,131,562$ 31,841,190$ 33,616,356$ 37,530,985$ 35,361,100$ 40,899,603$ 44,687,417$ 50,829,221$ 41,716,168$ EMPLOYER'S NET PENSION LIABILITY (ASSET)3,224,893$ 4,936,380$ 4,896,428$ 645,476$ 5,705,185$ 1,967,680$ (1,536,471)$ (5,028,788)$ 5,266,649$ VILLAGE OF OAK BROOK, ILLINOIS SCHEDULE OF CHANGES IN THE EMPLOYER'S NET PENSION LIABILITY AND RELATED RATIOS ILLINOIS MUNICIPAL RETIREMENT FUND Last Nine Fiscal Years - 73 - MEASUREMENT DATE DECEMBER 31,2014 2015 2016 2017 2018 2019 2020 2021 2022 Plan fiduciary net position as a percentage of the total pension liability 90.88%86.58%87.29%98.31%86.11%95.41%103.56%110.98%88.79% Covered payroll 5,168,916$ 5,230,241$ 5,400,260$ 4,875,980$ 4,930,905$ 5,347,086$ 5,342,954$ 5,199,032$ 5,199,032$ Employer's net pension liability (asset) as a percentage of covered payroll 62.39%94.38%90.67%13.24%115.70%36.80%(28.76%)(96.73%)101.30% 2015 - changes in assumptions related to investment rate of return, retirement age, and mortality rates 2016 - changes in assumptions related to retirement age and mortality rates 2017 - changes in assumptions related to inflation rates, salary rates, and mortality rates 2018 - changes in assumptions related to the investment rate of return 2020 - changes in assumptions related to the inflation rates, salary rates, mortality rates, and investment rate of return Ultimately, this schedule should present information for the last ten years. However, until ten years of information can be compiled, information will be presented for as many years as is available. (See independent auditor's report.) - 74 - MEASUREMENT DATE DECEMBER 31,2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 TOTAL PENSION LIABILITY Service cost 826,067$ 816,276$ 800,389$ 833,296$ 890,871$ 852,541$ 869,540$ 925,403$ 931,194$ 1,010,891$ Interest 3,141,175 3,338,238 3,563,145 3,650,633 3,902,722 4,041,408 4,215,181 4,277,325 4,404,897 4,833,744 Changes of benefit terms - - - - - 63,841 - - - - Differences between expected and actual experience 1,279,682 (48,037) (856,825) (347,589) 199,802 778,897 (698,928) 220,178 2,598,147 910,234 Changes to actuarial assumptions - 1,597,133 96,439 1,964,218 (182,060) (196,672) (324,515) (35,250) 2,062,373 - Benefit payments, including refunds of member contributions (2,288,693) (2,346,686) (2,364,839) (2,315,047) (2,531,903) (2,904,890) (3,060,323) (3,332,676) (3,674,259) (3,771,802) Net change in total pension liability 2,958,231 3,356,924 1,238,309 3,785,511 2,279,432 2,635,125 1,000,955 2,054,980 6,322,352 2,983,067 Total pension liability - beginning 46,854,212 49,812,440 53,169,364 54,407,673 58,193,184 60,472,616 63,107,741 64,108,696 66,163,676 72,486,028 TOTAL PENSION LIABILITY - ENDING 49,812,443$ 53,169,364$ 54,407,673$ 58,193,184$ 60,472,616$ 63,107,741$ 64,108,696$ 66,163,676$ 72,486,028$ 75,469,095$ PLAN FIDUCIARY NET POSITION Contributions - employer 1,259,824$ 1,336,683$ 1,527,927$ 1,748,025$ 1,946,714$ 2,057,112$ 1,803,644$ 2,133,229$ 2,052,526$ 2,847,989$ Contributions - member 358,339 358,499 383,238 386,727 410,316 378,699 521,151 572,232 396,203 545,052 Net investment income 1,115,158 (429,967) 2,176,018 4,461,837 (2,385,632) 6,529,172 4,427,403 5,680,397 (8,340,710) 4,884,978 Benefit payments, including refunds of member contributions (2,288,693) (2,346,686) (2,364,839) (2,315,047) (2,531,903) (2,904,890) (3,060,323) (3,332,676) (3,674,259) (3,771,802) Administrative expense (47,609) (38,647) (39,522) (35,776) (54,667) (41,392) (38,098) (52,226) (44,446) (44,204) Net change in plan fiduciary net position 397,019 (1,120,118)1,682,822 4,245,766 (2,615,172) 6,018,701 3,653,777 5,000,956 (9,610,686) 4,462,013 Plan fiduciary net position - beginning 32,574,327 32,971,346 31,851,228 33,534,050 37,779,816 35,164,644 41,183,345 44,837,122 49,838,078 40,227,392 PLAN FIDUCIARY NET POSITION - ENDING 32,971,346$ 31,851,228$ 33,534,050$ 37,779,816$ 35,164,644$ 41,183,345$ 44,837,122$ 49,838,078$ 40,227,392$ 44,689,405$ EMPLOYER'S NET PENSION LIABILITY 16,841,097$ 21,318,136$ 20,873,623$ 20,413,368$ 25,307,972$ 21,924,396$ 19,271,574$ 16,325,598$ 32,258,636$ 30,779,690$ VILLAGE OF OAK BROOK, ILLINOIS SCHEDULE OF CHANGES IN THE EMPLOYER'S NET PENSION LIABILITY AND RELATED RATIOS POLICE PENSION FUND Last Ten Fiscal Years - 75 - MEASUREMENT DATE DECEMBER 31,2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Plan fiduciary net position as a percentage of the total pension liability 66.19%59.91%61.63%64.92%58.15%65.26%69.94%75.33%55.50%59.22% Covered payroll 3,631,184$ 3,735,548$ 3,829,224$ 3,892,216$ 3,849,863$ 3,932,044$ 4,179,054$ 4,221,825$ 4,300,995$ 4,580,309$ Employer's net pension liability as a percentage of covered payroll 463.79%570.68%545.11%524.47%657.37%557.58%461.15%386.70%750.03%672.00% Changes in assumption from 2015 - 2021 relate to changes in mortality rates. (See independent auditor's report.) - 76 - MEASUREMENT DATE DECEMBER 31,2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 TOTAL PENSION LIABILITY Service cost 746,748$ 746,748$ 756,771$ 782,892$ 786,115$ 807,975$ 818,358$ 808,944$ 801,777$ 793,365$ Interest 2,926,848 3,040,301 3,229,650 3,287,875 3,347,278 3,420,108 3,489,011 3,570,069 3,800,750 3,971,907 Changes of benefit terms - - - - - 64,336 - - - - Differences between expected and actual experience 507,637 163,758 (569,891) (768,292) (96,554) (139,992) 327,007 (41,604) 1,101,246 (78,159) Changes to actuarial assumptions - 1,474,675 90,432 300,225 (156,879) (175,274) (307,978) 2,275,678 124,403 - Benefit payments, including refunds of member contributions (2,385,491) (2,615,406) (2,645,270) (2,695,712) (2,756,038) (2,889,667) (3,043,861) (3,188,405) (3,188,405) (3,379,811) Net change in total pension liability 1,795,742 2,810,076 861,692 906,988 1,123,922 1,087,486 1,282,537 3,424,682 2,639,771 1,307,302 Total pension liability - beginning 43,806,712 45,602,454 48,412,530 49,274,222 50,181,210 51,305,132 52,392,618 53,675,155 57,099,837 59,739,608 TOTAL PENSION LIABILITY - ENDING 45,602,454$ 48,412,530$ 49,274,222$ 50,181,210$ 51,305,132$ 52,392,618$ 53,675,155$ 57,099,837$ 59,739,608$ 61,046,910$ PLAN FIDUCIARY NET POSITION Contributions - employer 1,570,742$ 1,414,530$ 1,801,476$ 2,080,231$ 2,064,689$ 2,150,924$ 1,834,554$ 2,173,496$ 2,252,102$ 2,754,407$ Contributions - member 267,458 269,349 273,775 295,477 300,087 308,176 317,505 332,919 299,887 300,356 Net investment income 1,178,816 (256,566) 1,794,320 3,459,107 (1,255,489) 4,971,530 4,559,197 4,041,581 (6,349,869) 4,522,109 Benefit payments, including refunds of member contributions (2,385,491) (2,615,406) (2,645,270) (2,695,712) (2,756,038) (2,889,667) (3,043,861) (3,188,405) (3,188,405) (3,379,811) Administrative expense (75,386) (46,351) (40,567) (41,034) (45,569) (45,897) (43,590) (62,320) (38,343) (48,130) Net change in plan fiduciary net position 556,139 (1,234,444)1,183,734 3,098,069 (1,692,320) 4,495,066 3,623,805 3,297,271 (7,024,628) 4,148,931 Plan fiduciary net position - beginning 24,489,991 25,046,130 23,811,686 24,995,420 28,093,489 26,401,169 30,896,235 34,520,040 37,817,311 30,792,683 PLAN FIDUCIARY NET POSITION - ENDING 25,046,130$ 23,811,686$ 24,995,420$ 28,093,489$ 26,401,169$ 30,896,235$ 34,520,040$ 37,817,311$ 30,792,683$ 34,941,614$ EMPLOYER'S NET PENSION LIABILITY 20,556,324$ 24,600,844$ 24,278,802$ 22,087,721$ 24,903,963$ 21,496,383$ 19,155,115$ 19,282,526$ 28,946,925$ 26,105,296$ VILLAGE OF OAK BROOK, ILLINOIS SCHEDULE OF CHANGES IN THE EMPLOYER'S NET PENSION LIABILITY AND RELATED RATIOS FIREFIGHTERS' PENSION FUND Last Ten Fiscal Years - 77 - MEASUREMENT DATE DECEMBER 31,2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Plan fiduciary net position as a percentage of the total pension liability 54.92%49.18%50.73%55.98%51.46%58.97%64.31%66.23%51.54%57.24% Covered payroll 2,818,219$ 2,812,001$ 2,918,844$ 3,085,809$ 3,187,983$ 3,179,407$ 3,240,175$ 2,974,486$ 2,975,539$ 3,334,258$ Employer's net pension liability as a percentage of covered payroll 729.41%874.85%831.80%715.78%781.18%676.11%591.18%648.26%972.83%782.94% Changes in assumption from 2015 - 2020 relate to changes in mortality rates. Changes in assumption in 2021 related to annual pay increases, inflation rate, and mortality rates. (See independent auditor's report.) - 78 - MEASUREMENT DATE DECEMBER 31, 2018 2019 2020 2021 2022 2023 TOTAL OPEB LIABILITY Service cost 325,218$ 306,833$ 399,277$ 522,041$ 528,266$ 371,025$ Interest 205,569 239,677 212,958 165,607 168,995 260,598 Differences between expected and actual experience 79,566 (508,380) (7,464) (247,647) (367,568) (2,483,121) Changes in assumptions (315,894) 791,275 765,452 226,690 (1,119,160) 531,192 Implicit benefit payments (209,110) (229,223) (212,036) (214,995) (267,003) (317,864) Net change in total OPEB liability 85,349 600,182 1,158,187 451,696 (1,056,470) (1,638,170) Total OPEB liability - beginning 5,552,825 5,638,174 6,238,356 7,396,543 7,848,239 6,791,769 TOTAL OPEB LIABILITY - ENDING 5,638,174$ 6,238,356$ 7,396,543$ 7,848,239$ 6,791,769$ 5,153,599$ Covered-employee payroll 11,490,969$ 11,909,451$ 12,267,429$ 11,422,917$ 12,389,356$ 12,613,879$ Employers total OPEB liability as a percentage of covered-employee payroll 49.07%52.38%60.29%68.71%54.82%40.86% 2019 and 2018 changes in assumptions -There was a change with respect to actuarial assumptions from the prior year to reflect revised expectations with respect to the discount and mortality rates. 2020 changes in assumptions -There was a change with respect to actuarial assumptions from the prior year to reflect revised expectations with respect to discount rates. Ultimately,this schedule should present information for the last ten years.However,until ten years of information can be compiled, information will be presented for as many years as is available. VILLAGE OF OAK BROOK, ILLINOIS SCHEDULE OF CHANGES IN THE EMPLOYER'S TOTAL OPEB LIABILITY AND RELATED RATIOS OTHER POSTEMPLOYMENT BENEFIT PLAN Last Six Fiscal Years 2021 changes in assumptions -There was a change with respect to actuarial assumptions from the prior year to reflect revised expectations with respect to discount rates and salary increases. 2022 changes in assumptions -There was a change with respect to actuarial assumptions from the prior year to reflect revised expectations with respect to discount rates and healthcare cost trend rates. The Village has no assets accumulated in a trust that meets the criteria of GASB codification P22.101 or P52.101 to pay related benefits for the OPEB plan. 2023 changes in assumptions -There was a change with respect to actuarial assumptions from the prior year to reflect revised expectations with respect to discount rates and healthcare cost trend rates. (See independent auditor's report.) - 79 - MEASUREMENT DATE DECEMBER 31,2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Annual money-weighted rate of return, net of investment expense 5.54%(1.32%)6.89%13.35%(6.34%)18.71%10.86%12.77%(16.97%)13.70% VILLAGE OF OAK BROOK, ILLINOIS POLICE PENSION FUND Last Ten Fiscal Years SCHEDULE OF INVESTMENT RETURNS (See independent auditor's report.) - 80 - MEASUREMENT DATE DECEMBER 31,2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Annual money-weighted rate of return, net of investment expense 5.10%(1.05%)7.62%13.95%(4.51%)19.01%14.99%11.84%(16.96%)15.50% VILLAGE OF OAK BROOK, ILLINOIS FIREFIGHTERS' PENSION FUND SCHEDULE OF INVESTMENT RETURNS Last Ten Fiscal Years (See independent auditor's report.) - 81 - - 73 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO REQUIRED SUPPLEMENTARY INFORMATION December 31, 2023 BUDGETARY INFORMATION Budgets are adopted on a basis consistent with GAAP, except for the Enterprise and Internal Service Funds. Annual budgets are adopted for the General, Special Revenue , and Capital Projects Funds on the modified accrual basis. The annual budget is legally enacted and provides for a legal level of control at the program level. All annual appropriations lapse at fiscal year end. The Village does not adopt a budget for the Foreign Fire Insurance , or the Pension Trust Funds. The Village follows these procedures in establishing the budgetary data reflected in the financial statements: 1. All departments of the Village submit budget requests to the Budget Officer so that a budget may be prepared. 2. The Village Manager submits to the Village Board of Trustees a proposed operating budget for the fiscal year commencing the following January 1. The operating budget includes proposed expenditures and the means of financing them. 3. A public hearing is conducted by the Village to obtain resident comments. 4. Subsequently, the budget is adopted by the Village Board. 5. Annual budgets are adopted for all funds on a basis consistent with GAAP. 6. Formal budgetary integration is employed as a management control device during the year for all funds of the Village. 7. Appropriations lapse at year end. 8. The Village Manager and Budget Officer are authorized to transfer budgeted amounts between line items within any program; however, any revisions that alter the total expenditures of any program or fund must be approved by the Village Board of Trustees. The level of legal control is the individual program budget in total. 9. Budgeted amounts are as originally adopted with the exceptions of approved transfers which were not material in relation to the budgets taken as a whole. - 82 - VILLAGE OF OAK BROOK, ILLINOIS NOTES TO REQUIRED SUPPLEMENTARY INFORMATION (Continued) - 73 - BUDGETARY INFORMATION (Continued) 10. The following fund had an excess of actual expenditures over budget for the fiscal year: Fund Excess Hotel/Motel Tax Fund $ 2,577 General Fund 1,023,882 - 83 - COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES MAJOR GOVERNMENTAL FUNDS General Fund - to account for resources traditionally associated with governments which are not accounted for in another fund. Infrastructure Fund - to account for revenues restricted for and expenditures relative to the construction and maintenance of roadways, drainage, and safety pathway systems. Variance Original Final Over 2022 Budget Budget Actual (Under)Actual REVENUES Intergovernmental Municipal sales tax 16,000,000$ 17,636,575$ 17,524,488$ (112,087)$ 17,699,843$ Illinois state income and use tax 1,460,900 1,637,086 1,637,086 - 1,674,040 Corporate personal property replacement taxes 450,000 869,774 869,774 - 1,052,604 York Township road and bridge tax 35,000 32,429 37,643 5,214 25,146 Grants 15,662 592,896 717,733 124,837 157,038 Total intergovernmental 17,961,562 20,768,760 20,786,724 17,964 20,608,671 Utility taxes 5,623,000 4,286,590 4,286,590 - 5,214,840 Licenses and permits 1,950,485 3,834,611 3,843,934 9,323 2,452,506 Charges for services 2,137,621 2,998,929 2,714,860 (284,069) 2,181,752 Fines and penalties 313,500 240,760 244,617 3,857 257,345 Investment income 200,000 1,811,615 1,866,677 55,062 (34,779) Miscellaneous Franchise fees 214,800 226,317 226,317 - 229,469 Other 5,000 31,408 522,374 490,966 291,657 Total miscellaneous 219,800 257,725 748,691 490,966 521,126 TOTAL REVENUES 28,405,968$ 34,198,990$ 34,492,093$ 293,103$ 31,201,461$ 2023 (With Comparative Actual) VILLAGE OF OAK BROOK, ILLINOIS GENERAL FUND SCHEDULE OF REVENUES - BUDGET AND ACTUAL For the Year Ended December 31, 2023 (See independent auditor's report.) - 84 - Variance Original Final Over 2022 Budget Budget Actual (Under)Actual GENERAL GOVERNMENT Legislative and general management Board of trustees Personnel 113,645$ 23,783$ 23,783$ -$ 90,182$ Materials and supplies 970 776 776 - 2,051 Operation and contractual 307,442 276,256 276,256 - 20,096 Total board of trustees 422,057 300,815 300,815 - 112,329 Village clerk Personnel 100,388 109,037 109,037 - 148,702 Materials and supplies 440 28 28 - 1,685 Operation and contractual 8,300 7,574 7,574 - 10,225 Total Village clerk 109,128 116,639 116,639 - 160,612 Legal Operation and contractual 613,000 297,228 297,228 - 413,545 Total legal 613,000 297,228 297,228 - 413,545 General management Personnel 492,605 573,760 573,760 - 417,180 Materials and supplies 8,083 21,323 21,323 - 31,330 Operation and contractual 32,579 19,330 19,804 474 52,708 Capital outlay - - - - 10,958 Total general management 533,267 614,413 614,887 474 512,176 Human resources Personnel 194,113 265,606 265,606 - 147,341 Materials and supplies 400 12,578 12,578 - 400 Operation and contractual 108,000 81,364 81,364 - 150,174 Total human resources 302,513 359,548 359,548 - 297,915 Risk management Personnel - - - - 20,460 Operation and contractual 250,000 439,885 439,885 - 452,797 Total risk management 250,000 439,885 439,885 - 473,257 Emergency management Personnel 2,645 8,400 - (8,400) - Materials and supplies - 2,800 2,800 - 2,680 Operational and contractual 18,895 6,671 6,671 - 7,424 Capital outlay - 350,767 500 (350,267) 10,290 Total emergency management 21,540 368,638 9,971 (358,667) 20,394 2023 SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL GENERAL FUND VILLAGE OF OAK BROOK, ILLINOIS For the Year Ended December 31, 2023 (With Comparative Actual) (This schedule is continued on the following pages.) - 85 - Variance Original Final Over 2022 Budget Budget Actual (Under)Actual GENERAL GOVERNMENT (Continued) Legislative and general management (Continued) Information systems Personnel 381,156$ 366,377$ 366,377$ -$ 356,459$ Materials and supplies 29,600 21,541 21,541 - 29,700 Operation and contractual 628,700 577,137 647,827 70,690 451,065 Capital 542,590 372,382 379,564 7,182 475,222 Total information systems 1,582,046 1,337,437 1,415,309 77,872 1,312,446 Customer service Personnel 53,519 51,786 51,786 - 46,824 Total customer service 53,519 51,786 51,786 - 46,824 Total legislative and general management 3,887,070 3,886,389 3,606,068 (280,321) 3,349,498 Community development management Administration Personnel 353,045 375,542 402,734 27,192 281,266 Materials and supplies 2,279 1,325 1,325 - 610 Operation and contractual 6,228 1,826 1,826 - 2,379 Total administration 361,552 378,693 405,885 27,192 284,255 Code enforcement Personnel 603,836 559,139 559,139 - 563,547 Materials and supplies 4,614 3,646 3,646 - 3,232 Operation and contractual 83,188 28,482 28,482 - 68,353 Total code enforcement 691,638 591,267 591,267 - 635,132 Total community development management 1,053,190 969,960 997,152 27,192 919,387 Financial services Financial services management Personnel 203,343 209,385 209,385 - 177,462 Materials and supplies - 279 279 - 152 Operation and contractual 57,109 48,106 48,106 - 50,870 Capital outlay - (6,697) 123,442 130,139 13,393 Total financial services management 260,452 251,073 381,212 130,139 241,877 Accounting and reporting Personnel 231,221 238,918 238,918 - 373,603 Materials and supplies 6,370 2,643 2,643 - 3,285 Operation and contractual 30,596 28,644 28,644 - 30,503 Total accounting and reporting 268,187 270,205 270,205 - 407,391 2023 VILLAGE OF OAK BROOK, ILLINOIS For the Year Ended December 31, 2023 (With Comparative Actual) SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (Continued) GENERAL FUND (This schedule is continued on the following pages.) - 86 - Variance Original Final Over 2022 Budget Budget Actual (Under)Actual 2023 VILLAGE OF OAK BROOK, ILLINOIS For the Year Ended December 31, 2023 (With Comparative Actual) SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (Continued) GENERAL FUND GENERAL GOVERNMENT (Continued) Financial services (Continued) PSEBA benefits Personnel 36,800$ 43,035$ 43,035$ -$ 36,143$ Purchasing Personnel 116,040 128,929 128,929 - 109,821 Materials and supplies 18,300 20,152 20,152 - 17,384 Total purchasing 134,340 149,081 149,081 - 127,205 Total financial services 699,779 713,394 843,533 130,139 812,616 Municipal building improvements Capital 15,565 77,571 96,745 19,174 39,663 Total municipal building improvements 15,565 77,571 96,745 19,174 39,663 Expenditure reimbursements paid to other funds - - - - 109,880 Subtotal general government 5,655,604 5,647,314 5,543,498 (103,816) 5,231,044 Less reimbursements from other funds (677,401) (716,572) (716,572) - (565,220) Total general government 4,978,203 4,930,742 4,826,926 (103,816) 4,665,824 PUBLIC SAFETY Police department Police services management Personnel 394,120 454,109 453,844 (265) 330,957 Materials and supplies 3,160 4,180 4,180 - 3,793 Operation and contractual 59,914 52,759 52,759 - 112,357 Total police services management 457,194 511,048 510,783 (265) 447,107 Police field services Personnel 6,365,275 6,856,161 6,851,101 (5,060) 5,640,083 Materials and supplies 12,104 14,440 14,440 - 31,794 Operation and contractual 334,008 330,769 330,769 - 283,607 Capital outlay 244,968 358,524 1,040,598 682,074 207,850 Total police field services 6,956,355 7,559,894 8,236,908 677,014 6,163,334 Police auxiliary services Personnel 88,232 125,620 125,620 - 42,118 Total police auxiliary services 88,232 125,620 125,620 - 42,118 (This schedule is continued on the following pages.) - 87 - Variance Original Final Over 2022 Budget Budget Actual (Under)Actual 2023 VILLAGE OF OAK BROOK, ILLINOIS For the Year Ended December 31, 2023 (With Comparative Actual) SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (Continued) GENERAL FUND PUBLIC SAFETY (Continued) Police department (Continued) Support services general Personnel 944,455$ 925,822$ 927,395$ 1,573$ 930,413$ Materials and supplies 62,199 98,847 98,847 - 100,212 Operation and contractual 7,075 7,068 7,068 - 4,170 Total support services general 1,013,729 1,031,737 1,033,310 1,573 1,034,795 Support services detectives Personnel 1,100,565 1,562,347 1,569,541 7,194 1,185,077 Materials and supplies 6,652 9,768 9,768 - 3,217 Operation and contractual 44,191 44,337 44,337 - 40,138 Total support services detectives 1,151,408 1,616,452 1,623,646 7,194 1,228,432 Support services records Personnel 168,209 208,157 208,157 - 189,074 Materials and supplies 19,814 14,575 14,575 - 15,828 Operation and contractual 536,825 550,246 546,761 (3,485) 518,993 Total support services records 724,848 772,978 769,493 (3,485) 723,895 Total police department 10,391,766 11,617,729 12,299,760 682,031 9,639,681 Fire department Fire, rescue, and EMS operations Personnel 7,124,830 7,192,489 7,406,844 214,355 6,671,412 Materials and supplies 77,475 58,030 58,030 - 56,853 Operation and contractual 627,334 615,605 615,605 - 350,564 Capital outlay 85,475 70,613 70,613 - 10,571 Total fire, rescue, and EMS operations 7,915,114 7,936,737 8,151,092 214,355 7,089,400 Fire services management Personnel 436,807 349,026 348,893 (133) 173,993 Materials and supplies 5,900 4,175 4,175 - 2,414 Operation and contractual 175,233 165,019 164,102 (917) 245,648 Other 9,000 8,517 8,525 8 6,435 Total fire services management 626,940 526,737 525,695 (1,042) 428,490 Special teams operations Materials and supplies 13,030 11,043 11,043 - 14,794 Operation and contractual 10,843 7,081 7,081 - 10,898 Total special teams operations 23,873 18,124 18,124 - 25,692 (This schedule is continued on the following pages.) - 88 - Variance Original Final Over 2022 Budget Budget Actual (Under)Actual 2023 VILLAGE OF OAK BROOK, ILLINOIS For the Year Ended December 31, 2023 (With Comparative Actual) SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (Continued) GENERAL FUND PUBLIC SAFETY (Continued) Fire department Rescue and fire training Personnel 44,405$ 26,567$ 26,648$ 81$ 8,210$ Materials and supplies 300 94 94 - 113 Operation and contractual 2,000 - - - - Total rescue and fire training 46,705 26,661 26,742 81 8,323 Emergency medical services Personnel 31,225 20,686 20,686 - 15,010 Materials and supplies 36,725 26,356 26,356 - 29,560 Operation and contractual 141,356 138,801 138,801 - 125,020 Capital outlay 52,376 41,508 47,508 6,000 45,331 Total emergency medical services 261,682 227,351 233,351 6,000 214,921 Fire prevention and public safety Personnel 7,780 2,269 2,269 - 121,969 Materials and supplies 3,900 408 408 - 2,797 Operation and contractual 158,595 149,937 149,937 - 2,270 Total fire prevention and public safety 170,275 152,614 152,614 - 127,036 Total fire department 9,044,589 8,888,224 9,107,618 219,394 7,893,862 Total public safety 19,436,355 20,505,953 21,407,378 901,425 17,533,543 PUBLIC WORKS Mosquito control Operation and contractual 55,943 55,943 55,943 - 66,865 Total mosquito control 55,943 55,943 55,943 - 66,865 Buildings and grounds Personnel 378,480 319,165 319,165 - 275,476 Materials and supplies 34,692 39,900 39,900 - 37,813 Operation and contractual 368,668 304,131 304,131 - 327,198 Total buildings and grounds 781,840 663,196 663,196 - 640,487 Forestry Personnel 1,295 928 928 - 1,569 Materials and supplies 1,362 2,342 2,342 - 1,788 Operation and contractual 228,359 224,912 224,912 - 149,368 Total forestry 231,016 228,182 228,182 - 152,725 (This schedule is continued on the following pages.) - 89 - Variance Original Final Over 2022 Budget Budget Actual (Under)Actual 2023 VILLAGE OF OAK BROOK, ILLINOIS For the Year Ended December 31, 2023 (With Comparative Actual) SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (Continued) GENERAL FUND PUBLIC WORKS (Continued) Streets Personnel 794,780$ 725,310$ 725,310$ -$ -$ Materials and supplies 53,940 54,023 54,023 - - Operation and contractual 393,469 405,563 405,563 - - Total streets 1,242,189 1,184,896 1,184,896 - - Snow removal Personnel 99,639 16,198 16,198 - - Materials and supplies 2,250 921 921 - - Operation and contractual 13,238 8,521 8,521 - - Total snow removal 115,127 25,640 25,640 - - MGT Personnel 464,034 446,164 446,164 - - Materials and supplies 27,037 19,508 19,508 - - Operation and contractual 13,580 8,255 8,255 - - Total MGT 504,651 473,927 473,927 - - Total public works 2,930,766 2,631,784 2,631,784 - 860,077 CULTURE AND RECREATION Library general operations Personnel 432,393 448,494 448,494 - 405,625 Materials and supplies 13,000 12,298 12,298 - 11,595 Operation and contractual 88,516 73,812 73,812 - 68,682 Capital outlay - - - - 9,864 Total library general operations 533,909 534,604 534,604 - 495,766 Library technical services Personnel 142,339 144,838 144,838 - 117,258 Materials and supplies 3,600 3,592 3,592 - 3,595 Operation and contractual 300 272 272 - 595 Total library technical services 146,239 148,702 148,702 - 121,448 Library reference and adult services Personnel 235,232 239,831 239,831 - 210,675 Materials and supplies 148,300 147,229 147,229 - 144,666 Operation and contractual 12,000 11,988 11,988 - 9,497 Total library reference and adult services 395,532 399,048 399,048 - 364,838 Total culture and recreation 1,075,680 1,082,354 1,082,354 - 982,052 (This schedule is continued on the following page.) - 90 - Variance Original Final Over 2022 Budget Budget Actual (Under)Actual 2023 VILLAGE OF OAK BROOK, ILLINOIS For the Year Ended December 31, 2023 (With Comparative Actual) SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (Continued) GENERAL FUND DEBT SERVICE Pricipal -$ -$ 222,837$ 222,837$ -$ Interest and fees - - 3,436 3,436 - Total debt service - - 226,273 226,273 - TOTAL EXPENDITURES 28,421,004$ 29,150,833$ 30,174,715$ 1,023,882$ 24,041,496$ (See independent auditor's report.) - 91 - Variance Original Final Over Budget Budget Actual (Under)2022 REVENUES Intergovernmental 1,089,730$ -$ -$ -$ 550,000$ Non-home rule sales tax 6,525,000 7,484,933 7,528,765 43,832 7,363,215 Investment income 27,500 562,842 562,842 - (54,682) Miscellaneous 1,000 2,845 102,362 99,517 - Total revenues 7,643,230 8,050,620 8,193,969 143,349 7,858,533 EXPENDITURES General government Geographic information Personnel 22,647 13,081 13,081 - 20,671 Materials and supplies 76,700 137,147 37,147 (100,000) 1,545 Operation and contractual 183,686 186,646 186,646 - 195,481 Total geographic information 283,033 336,874 236,874 (100,000) 217,697 Total general government 283,033 336,874 236,874 (100,000) 217,697 Public works Management Personnel - - - - 421,797 Materials and supplies - 636 636 - 2,495 Operation and contractual 108,500 85,479 85,479 - 41,015 Capital 401,180 154,045 154,045 - - Total management 509,680 240,160 240,160 - 465,307 Streets - general salaries Personnel - 21,138 21,138 - 681,286 Materials and supplies - - - - 3,797 Operation and contractual - - - - 3,863 Total streets - general salaries - 21,138 21,138 - 688,946 Streets and traffic maintenance Materials and supplies - - - - 42,290 Operation and contractual 411,912 251,408 251,408 - 496,785 Total streets and traffic maintenance 411,912 251,408 251,408 - 539,075 Snow removal Personnel - 2,871 2,871 - 68,250 Materials and supplies - - - - 110,840 Operation and contractual - - - - 49,160 Capital 25,000 23,776 23,776 - - Total snow removal 25,000 26,647 26,647 - 228,250 Drainage maintenance Materials and supplies 12,000 10,347 10,347 - 11,240 Operation and contractual 57,788 33,595 33,595 - 69,414 Capital 525,000 49,045 49,045 - - Total drainage maintenance 594,788 92,987 92,987 - 80,654 2023 INFRASTRUCTURE FUND VILLAGE OF OAK BROOK, ILLINOIS (With Comparative Actual) For the Year Ended December 31, 2023 CHANGES IN FUND BALANCE - BUDGET AND ACTUAL SCHEDULE OF REVENUES, EXPENDITURES, AND (This schedule is continued on the following page.) - 92 - Variance Original Final Over Budget Budget Actual (Under)2022 EXPENDITURES (Continued) Public works (Continued) Safe pathway maintenance Materials and supplies 10,000$ 14,610$ 14,610$ -$ 2,555$ Operation and contractual 121,338 15,800 15,800 - 19,450 Capital - - - - 126,334 Total safe pathway maintenance 131,338 30,410 30,410 - 148,339 Engineering and capital projects engineering Personnel - - - - 54,000 Operation and contractual 371,708 326,481 326,481 - 258,293 Total engineering and capital projects engineering 371,708 326,481 326,481 - 312,293 Roadway improvements Operation and contractual 429,847 49,441 88,291 38,850 82,170 Intergovernmental agreements 4,031,819 1,221,587 1,041,286 (180,301) 5,226,362 Total roadway improvements 4,461,666 1,271,028 1,129,577 (141,451) 5,308,532 Reimbursements from other funds Reimbursements from other funds - (199,430) (199,430) - (323,365) Reimbursements paid to other funds 339,899 311,575 311,575 - 118,130 Total reimbursements from other funds 339,899 112,145 112,145 - (205,235) Total public works 6,845,991 2,372,404 2,230,953 (141,451) 7,566,161 Public safety Infrastructure Capital - 99,720 111,500 11,780 - Total public safety - 99,720 111,500 11,780 - Total expenditures 7,129,024 2,808,998 2,579,327 (229,671) 7,783,858 EXCESS (DEFICIENCY) OF REVENUES OVER EXPENDITURES 514,206 5,241,622 5,614,642 373,020 74,675 OTHER FINANCING SOURCES (USES) Transfers in - 1,000,000 1,000,000 - - Total other financing sources (uses) - 1,000,000 1,000,000 - - NET CHANGE IN FUND BALANCE 514,206$ 6,241,622$ 6,614,642 373,020$ 74,675 FUND BALANCE, JANUARY 1 8,880,969 8,806,294 FUND BALANCE, DECEMBER 31 15,495,611$ 8,880,969$ (With Comparative Actual) 2023 VILLAGE OF OAK BROOK, ILLINOIS INFRASTRUCTURE FUND SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL (Continued) For the Year Ended December 31, 2023 (See independent auditor's report.) - 93 - NONMAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS Motor Fuel Tax Fund - to account for state gasoline tax allocations restricted for local roadway program expenditures. Hotel/Motel Tax Fund - to account for local hotel/motel tax receipts restricted for promoting tourism and conventions in the Village. Foreign Fire Insurance Tax Fund - to account for foreign fire insurance tax revenue restricted for the purchase of items for the benefit of the fire department. The Promenade TIF Fund - to account for the revenues and expenditures restricted to the Tax Increment Financing District located at 22nd Street and Meyers Road. Motor Hotel/Motel Foreign Fire Promenade Fuel Tax Tax Insurance Tax TIF Total Cash and investments 1,992,522$ 3,677,222$ 177,548$ -$ 5,847,292$ Receivables Allotments 31,860 - - - 31,860 Accrued interest 74 5,694 - - 5,768 Other - 281,877 - - 281,877 TOTAL ASSETS 2,024,456$ 3,964,793$ 177,548$ -$ 6,166,797$ LIABILITIES Accounts payable 2,354$ 93,596$ -$ -$ 95,950$ Total liabilities 2,354 93,596 - - 95,950 DEFERRED INFLOWS OF RESOURCES Unavailable other receivables - 100,000 - - 100,000 Total deferred inflows of resources - 100,000 - - 100,000 FUND BALANCES Restricted Highways and streets 2,022,102 - - - 2,022,102 Public safety - - 177,548 - 177,548 Culture and recreation - 3,771,197 - - 3,771,197 Total fund balances 2,022,102 3,771,197 177,548 - 5,970,847 TOTAL LIABILITIES, DEFERRED INFLOWS OF RESOURCES, AND FUND BALANCES 2,024,456$ 3,964,793$ 177,548$ -$ 6,166,797$ OF RESOURCES, AND FUND BALANCES ASSETS LIABILITIES, DEFERRED INFLOWS VILLAGE OF OAK BROOK, ILLINOIS COMBINING BALANCE SHEET December 31, 2023 Special Revenue (See independent auditor's report.) - 94 - Motor Hotel/Motel Foreign Fire Promenade Fuel Tax Tax Insurance Tax TIF Total REVENUES Intergovernmental 352,327$ 100,000$ 79,001$ 74,379$ 605,707$ Property tax - - - 455,451 455,451 Hotel/motel taxes - 1,576,776 - - 1,576,776 Investment income 78,573 138,687 37 6,064 223,361 Miscellaneous - 4,000 432 - 4,432 Total revenues 430,900 1,819,463 79,470 535,894 2,865,727 EXPENDITURES Current General government 106,032 320,363 - 5,625 432,020 Public safety - - 121,060 - 121,060 Culture and recreation - 418,249 - - 418,249 Debt service Principal - - - 257,000 257,000 Interest and fiscal agent fees - - - 79,793 79,793 Total expenditures 106,032 738,612 121,060 342,418 1,308,122 EXCESS (DEFICIENCY) OF REVENUES OVER EXPENDITURES 324,868 1,080,851 (41,590) 193,476 1,557,605 TRANSFERS Transfers (out)- - - (503,396) (503,396) Total transfers - - - (503,396) (503,396) NET CHANGE IN FUND BALANCES 324,868 1,080,851 (41,590) (309,920) 1,054,209 FUND BALANCES, JANUARY 1 1,697,234 2,690,346 219,138 309,920 4,916,638 FUND BALANCES, DECEMBER 31 2,022,102$ 3,771,197$ 177,548$ -$ 5,970,847$ VILLAGE OF OAK BROOK, ILLINOIS COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES For the Year Ended December 31, 2023 Special Revenue (See independent auditor's report.) - 95 - Variance Original Final Over Budget Budget Actual (Under)2022 REVENUES Intergovernmental 461,175$ 352,327$ 352,327$ -$ 494,522$ Investment income 7,500 78,574 78,573 (1) 20,251 Total revenues 468,675 430,901 430,900 (1) 514,773 EXPENDITURES Current General government 110,494 106,032 106,032 - - Total expenditures 110,494 106,032 106,032 - - NET CHANGE IN FUND BALANCE 358,181$ 324,869$ 324,868 (1)$ 514,773 FUND BALANCE, JANUARY 1 1,697,234 1,182,461 FUND BALANCE, DECEMBER 31 2,022,102$ 1,697,234$ (With Comparative Actual) 2023 VILLAGE OF OAK BROOK, ILLINOIS MOTOR FUEL TAX FUND SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For the Year Ended December 31, 2023 (See independent auditor's report.) - 96 - Variance Original Final Over Budget Budget Actual (Under) REVENUES Hotel/motel taxes 1,150,000$ 1,576,776$ 1,576,776$ -$ Intergovernmental - - 100,000 - Investment income 12,000 138,687 138,687 - Miscellaneous 4,000 4,000 4,000 - Total revenues 1,166,000 1,719,463 1,819,463 - EXPENDITURES Current General government 349,485 320,363 320,363 - Culture and recreation 674,595 415,672 418,249 2,577 Total expenditures 1,024,080 736,035 738,612 2,577 NET CHANGE IN FUND BALANCE 141,920$ 983,428$ 1,080,851 (2,577)$ FUND BALANCE, JANUARY 1 2,690,346 FUND BALANCE, DECEMBER 31 3,771,197$ VILLAGE OF OAK BROOK, ILLINOIS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL HOTEL/MOTEL TAX FUND For the Year Ended December 31, 2023 (See independent auditor's report.) - 97 - Variance Original Final Over Budget Budget Actual (Under)2022 REVENUES Intergovernmental Municipal sales tax 15,000$ 74,379$ 74,379$ -$ 91,755$ Property taxes 405,000 455,451 455,451 - 408,176 Investment income 10 6,064 6,064 - 2,437 Total revenues 420,010 535,894 535,894 - 502,368 EXPENDITURES Current General government 5,100 5,625 5,625 - 4,575 Debt service Principal 257,000 257,000 257,000 - 308,200 Interest and fiscal agent fees 79,725 79,793 79,793 - 178,060 Total expenditures 341,825 342,418 342,418 - 490,835 EXCESS (DEFICIENCY) OF REVENUES OVER EXPENDITURES 78,185 193,476 193,476 - 11,533 TRANSFERS Transfers (out)- (503,396) (503,396) - - Total transfers - (503,396) (503,396) - - NET CHANGE IN FUND BALANCE 78,185$ (309,920)$ (309,920) -$ 11,533 FUND BALANCE, JANUARY 1 309,920 298,387 FUND BALANCE, DECEMBER 31 -$ 309,920$ (With Comparative Actual) 2023 VILLAGE OF OAK BROOK, ILLINOIS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL PROMENADE TIF FUND For the Year Ended December 31, 2023 (See independent auditor's report.) - 98 - MAJOR ENTERPRISE FUNDS Waterworks System Fund - to account for revenues and expenses relative to the operation of the water utility. Sports Core Fund - to account for revenues and expenses relative to the operation of the Oak Brook Sports Core. Variance Original Final Over Budget Budget Actual (Under)2022 OPERATING REVENUES Charges for services Water sales 8,230,000$ 9,717,533$ 9,717,533$ -$ 11,171,196$ Unmetered sales 50,000 47,372 56,465 9,093 99,978 Water tap on charges 75,000 153,640 153,640 - 586,270 Meter fees and special services 25,000 45,220 45,220 - 50,352 Miscellaneous 52,525 127,395 112,367 (15,028) 116,153 Total operating revenues 8,432,525 10,091,160 10,085,225 (5,935) 12,023,949 OPERATING EXPENSES Operation of facilities 9,523,847 8,277,696 6,760,363 (1,517,333) 6,147,483 Depreciation and amortization - - 1,170,709 1,170,709 1,214,440 Total operating expenses 9,523,847 8,277,696 7,931,072 (346,624) 7,361,923 OPERATING INCOME (LOSS)(1,091,322) 1,813,464 2,154,153 340,689 4,662,026 NON-OPERATING REVENUES (EXPENSES) Investment income (loss)20,000 1,150,165 1,150,165 - 12,393 Gain (loss) on disposal of capital assets - - - - 10,416,822 Total non-operating revenues (expenses)20,000 1,150,165 1,150,165 - 10,429,215 CHANGE IN NET POSITION (1,071,322)$ 2,963,629$ 3,304,318 340,689$ 15,091,241 NET POSITION, JANUARY 1 49,666,119 34,574,878 NET POSITION, DECEMBER 31 52,970,437$ 49,666,119$ (With Comparative Actual) 2023 VILLAGE OF OAK BROOK, ILLINOIS SCHEDULE OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION - BUDGET AND ACTUAL For the Year Ended December 31, 2023 WATERWORKS SYSTEM FUND Note: The gain on disposal of capital assets in 2022 relates to the Village's sale of the water system. (See independent auditor's report.) - 99 - Variance Original Final Over Budget Budget Actual (Under)2022 OPERATING EXPENSES Operation of facilities Public works - water operations Personnel 698,912$ 712,225$ 712,225$ -$ 480,809$ Materials and supplies 95,349 103,387 103,387 - 81,992 Operation and contractual 4,923,211 5,931,320 5,712,125 (219,195) 5,408,771 Reimbursement to other funds 186,595 171,048 171,048 - 420,490 Total public works - water operations 5,904,067 6,917,980 6,698,785 (219,195) 6,392,062 Capital improvements Capital outlay 3,619,780 1,359,716 1,638,799 279,083 121,526 Total capital improvements 3,619,780 1,359,716 1,638,799 279,083 121,526 TOTAL OPERATING EXPENSES (BUDGETARY BASIS)9,523,847$ 8,277,696$ 8,337,584 59,888$ 6,513,588 ADJUSTMENTS TO GAAP BASIS Capital expenditures (1,638,799) (121,526) Depreciation and amortization expense 1,170,709 1,214,442 Pension expense - IMRF 61,374 (224,943) OPEB expense 204 (19,636) Total adjustments to GAAP basis (406,512) 848,337 TOTAL OPERATING EXPENSES (GAAP BASIS)7,931,072$ 7,361,925$ 2023 VILLAGE OF OAK BROOK, ILLINOIS WATERWORKS SYSTEM FUND SCHEDULE OF DETAILED EXPENSES - BUDGET AND ACTUAL - BUDGETARY BASIS For the Year Ended December 31, 2023 (With Comparative Actual) (See independent auditor's report.) - 100 - Variance Original Final Over Budget Budget Actual (Under)2022 OPERATING REVENUES Charges for services Golf club 2,997,300$ 3,199,048$ 3,190,657$ (8,391)$ 2,891,537$ Swimming and tennis 590,600 531,526 524,726 (6,800) 490,128 Special events - - - - 66,812 Rentals and commissions 626,000 453,597 440,024 (13,573) 608,398 Food and beverage 798,000 816,681 816,681 - 836,471 Total operating revenues 5,011,900 5,000,852 4,972,088 (28,764) 4,893,346 OPERATING EXPENSES Golf club 2,980,560 2,332,897 2,334,404 1,507 1,876,667 Swimming and tennis 975,906 585,750 769,822 184,072 471,338 Special events 13,390 5 5 - 185,019 Rentals and commissions 409,592 188,050 195,085 7,035 286,130 Food and beverage 586,444 582,989 659,941 76,952 649,448 Total operating expenses 4,965,892 3,689,691 3,959,257 269,566 3,468,602 OPERATING INCOME (LOSS)46,008 1,311,161 1,012,831 (298,330) 1,424,744 NON-OPERATING REVENUES (EXPENSES) Investment income 75 66 29,458 29,392 17,339 Miscellaneous - 12,568 12,568 - (17,542) Total non-operating revenues (expenses)75 12,634 42,026 29,392 (203) INCOME (LOSS) BEFORE TRANSFERS 46,083 1,323,795 1,054,857 (268,938) 1,424,541 TRANSFERS Transfers in 300,000 - - - 278,773 Total transfers 300,000 - - - 278,773 CHANGE IN NET POSITION 346,083$ 1,323,795$ 1,054,857 (268,938)$ 1,703,314 NET POSITION, JANUARY 1 15,308,692 13,605,378 NET POSITION, DECEMBER 31 16,363,549$ 15,308,692$ 2023 VILLAGE OF OAK BROOK, ILLINOIS SPORTS CORE FUND SCHEDULE OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION - BUDGET AND ACTUAL For the Year Ended December 31, 2023 (With Comparative Actual) The golf surcharge fund was conslidated into the Sports Core Fund during the year ended December 31, 2022. (See independent auditor's report.) - 101 - Variance Original Final Over Budget Budget Actual (Under)2022 CHARGES FOR SERVICE Golf club Fees 2,178,250$ 2,501,117$ 2,499,217$ (1,900)$ 2,116,803$ Surcharge 150,000 - - - 138,297 Memberships 410,000 484,100 480,100 (4,000) 404,975 Merchandise sales 259,000 202,707 202,707 - 226,529 Miscellaneous 50 11,124 8,633 (2,491) 4,933 Total golf club 2,997,300 3,199,048 3,190,657 (8,391) 2,891,537 Swimming and tennis Fees 68,600 107,251 107,251 - 83,582 Memberships 519,250 413,748 406,948 (6,800) 402,838 Merchandise sales 500 6,770 6,770 - 1,189 Miscellaneous 2,250 3,757 3,757 - 2,519 Total swimming and tennis 590,600 531,526 524,726 (6,800) 490,128 Special events Miscellaneous - - - - 66,812 Total special events - - - - 66,812 Rentals and commissions Open field rental 191,000 189,003 184,839 (4,164) 184,377 Butler range rental 85,000 86,080 76,671 (9,409) 70,480 Clubhouse rental income 350,000 178,514 178,514 - 353,541 Total rentals and commissions 626,000 453,597 440,024 (13,573) 608,398 Food and beverage Food sales 306,000 313,126 313,126 - 334,371 Beverage sales 492,000 503,555 503,555 - 502,100 Total food and beverage 798,000 816,681 816,681 - 836,471 TOTAL OPERATING REVENUES 5,011,900$ 5,000,852$ 4,972,088$ (28,764)$ 4,893,346$ 2023 VILLAGE OF OAK BROOK, ILLINOIS SPORTS CORE FUND SCHEDULE OF DETAILED REVENUES - BUDGET AND ACTUAL For the Year Ended December 31, 2023 (With Comparative Actual) (See independent auditor's report.) - 102 - Variance Original Final Over Budget Budget Actual (Under)2022 OPERATING EXPENSES Operations - golf club Golf club general operations Personnel 582,181$ 564,274$ 564,274$ -$ 558,525$ Materials and supplies 229,880 189,691 189,691 - 201,619 Operation and contractual 226,250 255,953 255,953 - 295,067 Capital 170,000 202,687 227,807 25,120 125,915 Total operations - golf club 1,208,311 1,212,605 1,237,725 25,120 1,181,126 Golf club range operations Personnel 91,500 69,243 69,243 - 59,482 Materials and supplies 27,500 19,177 19,177 - 19,958 Operation and contractual 26,000 13,610 13,610 - 6,301 Capital 10,000 8,925 8,925 - 10,996 Total operations - golf club range 155,000 110,955 110,955 - 96,737 Golf cart operations Personnel 46,290 71,802 71,802 - 42,611 Materials and supplies 3,000 5,916 5,916 - 1,006 Operation and contractual 655,827 61,388 61,388 - 58,817 Total operations - golf cart 705,117 139,106 139,106 - 102,434 Golf course maintenance Personnel 425,034 462,878 462,878 - 350,221 Materials and supplies 185,650 209,633 209,633 - 213,678 Operation and contractual 40,300 61,750 61,750 - 53,377 Capital 200,423 115,728 115,728 - 168,276 Total operations - golf course maintenance 851,407 849,989 849,989 - 785,552 Less Reimbursement to (from) other funds 60,725 20,242 20,242 - 56,590 Total operations - golf club 2,980,560 2,332,897 2,358,017 25,120 2,222,439 Operations - swimming and tennis General operations Personnel 19,925 233 233 - 16,577 Materials and supplies 1,100 430 430 - 1,130 Operation and contractual 61,300 66,346 68,214 1,868 22,344 Subtotal general operations 82,325 67,009 68,877 1,868 40,051 Less Reimbursement to (from) other funds 20,242 53,976 53,976 - 18,865 Overhead allocation (87,568) (87,568) (87,568) - (65,477) Total general operations 14,999 33,417 35,285 1,868 (6,561) VILLAGE OF OAK BROOK, ILLINOIS SPORTS CORE FUND SCHEDULE OF DETAILED EXPENSES - BUDGET AND ACTUAL - BUDGETARY BASIS (With Comparative Actual) For the Year Ended December 31, 2023 2023 (This schedule is continued on the following pages.) - 103 - Variance Original Final Over Budget Budget Actual (Under)2022 OPERATING EXPENSES (Continued) Operations - swimming and tennis (Continued) Swimming operations Personnel 155,670$ 136,012$ 36,012$ (100,000)$ 14,714$ Materials and supplies 25,140 49,520 49,520 - 42,800 Operation and contractual 119,786 212,723 312,723 100,000 226,760 Capital 550,000 38,207 - (38,207) 220,321 Overhead allocation 31,522 31,522 31,522 - 23,572 Total swimming operations 882,118 467,984 429,777 (38,207) 528,167 Tennis operations - outdoor Materials and supplies 9,956 2,014 2,014 - 7,324 Operation and contractual 60,074 73,576 73,576 - 59,511 Overhead allocation 8,759 8,759 8,759 - 6,548 Total tennis operations - outdoor 78,789 84,349 84,349 - 73,383 Total operations - swimming and tennis 975,906 585,750 549,411 (36,339) 594,989 Special events Operation and contractual 13,390 5 5 - 185,019 Total special events 13,390 5 5 - 185,019 Rentals and commissions Bath and tennis clubhouse Personnel 142,954 15,039 15,039 - 129,887 Materials and supplies 23,972 14,046 14,046 - 23,224 Operation and contractual 76,842 70,625 70,625 - 95,367 Capital - - 38,207 38,207 - Overhead allocation 43,784 43,784 43,784 - 32,739 Total bath and tennis clubhouse 287,552 143,494 181,701 38,207 281,217 Open fields Materials and supplies 9,490 1,064 1,064 - - Operation and contractual 112,550 43,492 43,492 - 39,262 Total open fields 122,040 44,556 44,556 - 39,262 Total rentals and commissions 409,592 188,050 226,257 38,207 320,479 Food and beverage Poolside grill Personnel 23,173 27,724 27,724 - 36,280 Materials and supplies 35,600 12,557 12,557 - 33,040 Operation and contractual 5,825 4,926 4,926 - 8,324 Overhead allocation 3,503 3,503 3,503 - 2,619 Total poolside grill 68,101 48,710 48,710 - 80,263 2023 For the Year Ended December 31, 2023 (With Comparative Actual) VILLAGE OF OAK BROOK, ILLINOIS SPORTS CORE FUND SCHEDULE OF DETAILED EXPENSES - BUDGET AND ACTUAL - BUDGETARY BASIS (Continued) (This schedule is continued on the following page.) - 104 - Variance Original Final Over Budget Budget Actual (Under)2022 2023 For the Year Ended December 31, 2023 (With Comparative Actual) VILLAGE OF OAK BROOK, ILLINOIS SPORTS CORE FUND SCHEDULE OF DETAILED EXPENSES - BUDGET AND ACTUAL - BUDGETARY BASIS (Continued) OPERATING EXPENSES (Continued) Food and beverage (Continued) Golf clubhouse Personnel 241,593$ 218,100$ 218,100$ -$ 243,203$ Materials and supplies 270,750 308,421 308,421 - 285,226 Operation and contractual 6,000 7,758 7,758 - 7,487 Total golf clubhouse 518,343 534,279 534,279 - 535,916 Total food and beverage 586,444 582,989 582,989 - 616,179 TOTAL OPERATING EXPENSES (BUDGETARY BASIS)4,965,892$ 3,689,691$ 3,716,679 26,988$ 3,939,105 ADJUSTMENTS TO GAAP BASIS Capital expenditures (390,667) (525,508) Depreciation expense - golf 269,416 252,151 Depreciation expense - swimming and tennis 218,856 103,230 Depreciation expense - food and beverage 66,842 75,906 Pension expense - IMRF 77,770 (327,976) OPEB expense 361 (48,306) Total adjustments to GAAP basis 242,578 (470,503) TOTAL OPERATING EXPENSES (GAAP BASIS)3,959,257$ 3,468,602$ (See independent auditor's report.) - 105 - INTERNAL SERVICE FUNDS Insurance Fund - to account for all costs associated with self-insurance risks for employee health and dental insurance. Garage Fund - to account for all costs associated with the operation and maintenance of the Village’s vehicle fleet equipment. Capital Replacement Fund - to account for revenues and expenses relative to the replacement of major capital equipment, primarily vehicles. VILLAGE OF OAK BROOK, ILLINOIS COMBINING STATEMENT OF NET POSITION INTERNAL SERVICE FUNDS December 31, 2023 Capital Insurance Garage Replacement Total CURRENT ASSETS Cash and investments 569,514$ 329,769$ 1,020,879$ 1,920,162$ Receivables Accrued interest - - 1,812 1,812 Other 34,419 1,496 10,833 46,748 Inventories - 74,010 - 74,010 Total current assets 603,933 405,275 1,033,524 2,042,732 NONCURRENT ASSETS Capital assets Assets being depreciated Cost - 228,549 5,547,059 5,775,608 Accumulated depreciation - (196,548) (3,458,602) (3,655,150) Intangible - - 3,045,598 3,045,598 Accumulated amortization - - (936,298) (936,298) Net capital assets - 32,001 4,197,757 4,229,758 Total assets 603,933 437,276 5,231,281 6,272,490 DEFERRED OUTFLOWS OF RESOURCES Pension items - IMRF - 110,101 - 110,101 Deferred outflows of resources - OPEB - 7,883 - 7,883 Total deferred outflows of resources - 117,984 - 117,984 Total assets and deferred outflows of resources 603,933 555,260 5,231,281 6,390,474 CURRENT LIABILITIES Accounts payable 9,790 20,071 - 29,861 Accrued payroll - 3,611 - 3,611 Unearned revenue 28,701 - - 28,701 Interest payable - - - - Current compensated absences payable - 6,179 - 6,179 Current other postemployment benefit liability - 3,179 - 3,179 Leases - - 191,459 191,459 Total current liabilities 38,491 33,040 191,459 262,990 NONCURRENT LIABILITIES Compensated absences payable - 1,090 - 1,090 Net pension liability - 124,384 - 124,384 Other postemployment benefit liability - 27,758 - 27,758 Leases - - 1,714,939 1,714,939 Total noncurrent liabilities - 153,232 1,714,939 1,868,171 Total liabilities 38,491 186,272 1,906,398 2,131,161 DEFERRED INFLOWS OF RESOURCES Deferred inflows of resources - OPEB - 22,514 - 22,514 Total deferred inflows of resources - 22,514 - 22,514 Total liabilities and deferred inflows of resources 38,491 208,786 1,906,398 2,153,675 NET POSITION Net investment in capital assets - 32,001 2,291,359 2,323,360 Unrestricted 565,442 314,473 1,033,524 1,913,439 TOTAL NET POSITION 565,442$ 346,474$ 3,324,883$ 4,236,799$ (See independent auditor's report.) - 106 - VILLAGE OF OAK BROOK, ILLINOIS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION INTERNAL SERVICE FUNDS For the Year Ended December 31, 2023 Capital Insurance Garage Replacement Total OPERATING REVENUES Charges for services 3,118,879$ 683,401$ 1,092,896$ 4,895,176$ Total operating revenues 3,118,879 683,401 1,092,896 4,895,176 OPERATING EXPENSES Claims and insurance 3,034,426 - - 3,034,426 Operations - 651,753 89,114 740,867 Depreciation and amortization - 3,980 929,619 933,599 Total operating expenses 3,034,426 655,733 1,018,733 4,708,892 OPERATING INCOME 84,453 27,668 74,163 186,284 NON-OPERATING REVENUES (EXPENSES) Investment income 6,370 13,656 33,868 53,894 Interest expense - - (46,941) (46,941) Loss on sale of capital assets - - 35,151 35,151 Total non-operating revenues (expenses)6,370 13,656 22,078 42,104 INCOME BEFORE TRANSFERS AND CONTRINBUTIONS 90,823 41,324 96,241 228,388 TRANSFERS Transfers in 500,000 - - 500,000 Total transfers 500,000 - - 500,000 CAPITAL GRANTS AND CONTRIBUTIONS - - 191,889 191,889 CHANGE IN NET POSITION 590,823 41,324 288,130 920,277 NET POSITION (DEFICIT), JANUARY 1 (25,381) 305,150 3,036,753 3,316,522 NET POSITION, DECEMBER 31 565,442$ 346,474$ 3,324,883$ 4,236,799$ (See independent auditor's report.) - 107 - VILLAGE OF OAK BROOK, ILLINOIS COMBINING STATEMENT OF CASH FLOWS INTERNAL SERVICE FUNDS For the Year Ended December 31, 2023 Capital Insurance Garage Replacement Total CASH FLOWS FROM OPERATING ACTIVITIES Receipts from internal services transactions 2,835,227$ 685,367$ 1,092,896$ 4,613,490$ Receipts from customers and users 379,940 - - 379,940 Payments to suppliers (3,753,268) (437,203) (101,164) (4,291,635) Payments to employees - (202,557) - (202,557) Net cash from operating activities (538,101) 45,607 991,732 499,238 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Amounts received from (paid to) other funds 500,000 - - 500,000 Net cash from noncapital financing activities 500,000 - - 500,000 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Proceeds from sale of capital assets - - 51,092 51,092 Purchase of capital assets - (6,606) (234,289) (240,895) Grant proceeds - - 191,889 191,889 Principal payments on leases - - (752,584) (752,584) Interest payments on leases - - (93,141) (93,141) Net cash from capital and related financing activities - (6,606) (837,033) (843,639) CASH FLOWS FROM INVESTING ACTIVITIES Interest received 6,370 13,656 (3,877) 16,149 Net cash from investing activities 6,370 13,656 (3,877) 16,149 NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS (31,731) 52,657 150,822 171,748 CASH AND CASH EQUIVALENTS, JANUARY 1 601,245 277,112 510,364 1,388,721 CASH AND CASH EQUIVALENTS, DECEMBER 31 569,514$ 329,769$ 661,186$ 1,560,469$ CASH AND INVESTMENTS Cash and cash equivalents 569,514$ 329,769$ 661,186$ 1,560,469$ Investments - - 359,693 359,693 TOTAL CASH AND INVESTMENTS 569,514$ 329,769$ 1,020,879$ 1,920,162$ (This schedule is continued on the following page.) - 108 - VILLAGE OF OAK BROOK, ILLINOIS COMBINING STATEMENT OF CASH FLOWS (Continued) INTERNAL SERVICE FUNDS For the Year Ended December 31, 2023 Capital Insurance Garage Replacement Total RECONCILIATION OF OPERATING INCOME TO NET CASH FLOWS FROM OPERATING ACTIVITIES Operating income 84,453$ 27,668$ 74,163$ 186,284$ Depreciation and amortization - 3,980 929,619 933,599 Adjustments to reconcile operating income to net cash from operating activities Changes in assets and liabilities Accounts receivable 96,288 1,966 - 98,254 Prepaid items 144 - - 144 Inventories - (12,657) - (12,657) Accounts payable (623,669) 7,671 (12,050) (628,048) Accrued payroll - 604 - 604 Compensated absences - (926) - (926) Pension items - IMRF - 17,246 - 17,246 Pension items - OPEB - 55 - 55 Unearned revenue 524 - - 524 Claims payable (95,841) - - (95,841) NET CASH FROM OPERATING ACTIVITIES (538,101)$ 45,607$ 991,732$ 499,238$ NONCASH TRANSACTIONS Capital assets acquired via lease -$ -$ 456,977$ 456,977$ Loss on disposal of capital assets 15,941 15,941 TOTAL NONCASH TRANSACTIONS -$ -$ 472,918$ 472,918$ (See independent auditor's report.) - 109 - Variance Original Final Over Budget Budget Actual (Under)2022 OPERATING REVENUES Charges for services 3,093,913$ 3,119,403$ 3,118,879$ (524.00)$ 3,584,765$ Total operating revenues 3,093,913 3,119,403 3,118,879 (524) 3,584,765 OPERATING EXPENSES Claims and insurance Insurance and administration 1,553,942 3,341,987 3,112,729 (229,258) 1,504,222 Health claims 1,488,755 (78,303) (78,303) - 1,986,743 Total operating expenses 3,042,697 3,263,684 3,034,426 (229,258) 3,490,965 OPERATING INCOME (LOSS)51,216 (144,281) 84,453 228,734 93,800 NON-OPERATING REVENUES (EXPENSES) Investment income 500 6,370 6,370 - 1,815 Total non-operating revenues (expenses)500 6,370 6,370 - 1,815 INCOME (LOSS) BEFORE TRANSFERS 51,716 (137,911) 90,823 228,734 95,615 TRANSFERS Transfers in - 500,000 500,000 - - Total transfers - 500,000 500,000 - - CHANGE IN NET POSITION 51,716$ 362,089$ 590,823 228,734$ 95,615 NET POSITION (DEFICIT), JANUARY 1 (25,381) (120,996) NET POSITION (DEFICIT), DECEMBER 31 565,442$ (25,381)$ (With Comparative Actual) 2023 VILLAGE OF OAK BROOK, ILLINOIS INSURANCE FUND - BUDGETARY BASIS SCHEDULE OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION - BUDGET AND ACTUAL For the Year Ended December 31, 2023 (See independent auditor's report.) - 110 - Variance Original Final Over Budget Budget Actual (Under)2022 OPERATING REVENUES Charges for services 683,901$ 683,401$ 683,401$ -$ 621,250$ Total operating revenues 683,901 683,401 683,401 - 621,250 OPERATING EXPENSES Garage operations Personnel 204,970 202,235 202,235 - 224,138 Materials and supplies 272,657 213,884 213,884 - 232,329 Operational and contractual 222,250 172,869 179,535 6,666 176,527 Expenditure reimbursement paid to other funds - - 38,798 38,798 40,735 Total operating expenses 699,877 588,988 634,452 45,464 673,729 OPERATING INCOME (LOSS)(15,976) 94,413 48,949 (45,464) (52,479) NON-OPERATING REVENUES (EXPENSES) Investment income 1,500 13,656 13,656 - 4,325 Total non-operating revenues (expenses)1,500 13,656 13,656 - 4,325 CHANGE IN NET POSITION (BUDGETARY BASIS)(14,476) 108,069 62,605 (45,464) (48,154) ADJUSTMENTS TO GAAP BASIS Pension expense - IMRF (17,246) 51,879 OPEB expense (55) 5,188 Depreciation and amortization (3,980) (7,387) Total adjustments to GAAP basis (21,281) 49,680 CHANGE IN NET POSITION (GAAP BASIS)(14,476)$ 108,069$ 41,324 1,526 NET POSITION, JANUARY 1 305,150 303,624 NET POSITION, DECEMBER 31 346,474$ 305,150$ (With Comparative Actual) 2023 VILLAGE OF OAK BROOK, ILLINOIS GARAGE FUND SCHEDULE OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION - BUDGET AND ACTUAL - BUDGETARY BASIS For the Year Ended December 31, 2023 (See independent auditor's report.) - 111 - Variance Original Final Over Budget Budget Actual (Under)2022 OPERATING REVENUES Charges for services 1,025,587$ 1,092,896$ 1,092,896$ -$ 698,940$ Total operating revenues 1,025,587 1,092,896 1,092,896 - 698,940 OPERATING EXPENSES Materials and supplies 67,000 - - - - Operational and contractual 59,105 82,648 89,114 6,466 66,210 Expenditure reimbursement paid to other funds 42,328 38,798 - (38,798) 41,095 Total operating expenses 168,433 121,446 89,114 (32,332) 107,305 OPERATING INCOME 857,154 971,450 1,003,782 32,332 591,635 NON-OPERATING REVENUES (EXPENSES) Investment income 4,000 33,868 33,868 - (1,925) Principal payments (843,609) (869,384) (752,584) 116,800 (506,572) Interest expense - - (46,941) (46,941) (48,675) Gain (loss) on disposal of capital assets 5,000 35,284 35,151 (133) (59,166) Total non-operating revenues (expenses)(834,609) (800,232) (730,506) 69,726 (616,338) INCOME BEFORE CONTRIBUTIONS 22,545 171,218 273,276 102,058 (24,703) CAPITAL GRANTS AND CONTRIBUTIONS - 191,889 191,889 - - CHANGE IN NET POSITION (BUDGETARY BASIS)22,545$ 363,107$ 465,165 102,058$ (24,703) ADJUSTMENTS TO GAAP BASIS Principal payments 752,584 506,572 Depreciation and amortization (929,619) (907,716) Total adjustments to GAAP basis (177,035) (401,144) CHANGE IN NET POSITION (GAAP BASIS)22,545$ 363,107$ 288,130 (425,847) NET POSITION, JANUARY 1 3,036,753 3,444,324 Change in accounting principle - 18,276 NET POSITION, JANUARY 1, RESTATED 3,036,753 3,462,600 NET POSITION, DECEMBER 31 3,324,883$ 3,036,753$ 2023 CAPITAL REPLACEMENT FUND VILLAGE OF OAK BROOK, ILLINOIS (With Comparative Actual) For the Year Ended December 31, 2023 SCHEDULE OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION - BUDGET AND ACTUAL - BUDGETARY BASIS (See independent auditor's report.) - 112 - FIDUCIARY FUNDS Fiduciary funds are used to account for assets defined as fiduciary activities. PENSION TRUST FUNDS Police Pension Fund - to account for the accumulation of resources used to pay police pension benefits. Resources are provided by member contributions, employer contributions, and investment income. Firefighters’ Pension Fund - to account for the accumulation of resources used to pay firefighters’ pension benefits. Resources are provided by member contributions, employer contributions, and investment income. Police Firefighters' Pension Pension Total ASSETS Cash and short-term investments 3,019,825$ 489,638$ 3,509,463$ Investments held in the Illinois Police Officer's Pension Investment Fund 41,675,815 - 41,675,815 Investments held in the Illinois Firefighters's Pension Investment Fund - 34,448,588 34,448,588 Prepaid items 3,295 4,603 7,898 Total assets 44,698,935 34,942,829 79,641,764 LIABILITIES Accounts payable 9,530 1,215 10,745 Total liabilities 9,530 1,215 10,745 NET POSITION RESTRICTED FOR PENSIONS 44,689,405$ 34,941,614$ 79,631,019$ VILLAGE OF OAK BROOK, ILLINOIS COMBINING STATEMENT OF NET POSITION December 31, 2023 PENSION TRUST FUNDS (See independent auditor's report.) - 113 - Police Firefighters' Pension Pension Total ADDITIONS Contributions Employer 2,847,989$ 2,754,407$ 5,602,396$ Employee 545,052 300,356 845,408 Total contributions 3,393,041 3,054,763 6,447,804 Investment income Net appreciation in fair value of investments 4,643,812 3,992,445 8,636,257 Interest 295,331 570,068 865,399 Total investment income 4,939,143 4,562,513 9,501,656 Less investment expenses (54,165) (40,404) (94,569) Net investment income 4,884,978 4,522,109 9,407,087 Total additions 8,278,019 7,576,872 15,854,891 DEDUCTIONS Benefits and refunds 3,771,802 3,379,811 7,151,613 Administrative expenses 44,204 48,130 92,334 Total deductions 3,816,006 3,427,941 7,243,947 NET INCREASE 4,462,013 4,148,931 8,610,944 NET POSITION RESTRICTED FOR PENSIONS January 1 40,227,392 30,792,683 71,020,075 December 31 44,689,405$ 34,941,614$ 79,631,019$ VILLAGE OF OAK BROOK, ILLINOIS COMBINING STATEMENT OF CHANGES IN PLAN NET POSITION For the Year Ended December 31, 2023 PENSION TRUST FUNDS (See independent auditor's report.) - 114 - STATISTICAL SECTION This part of the Village of Oak Brook, Illinois’ annual comprehensive financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the Village’s overall financial health. Contents Page(s) Financial Trends These schedules contain trend information to help the reader understand how the Village’s financial performance and well-being have changed over time. 115-124 Revenue Capacity These schedules contain information to help the reader assess the Village’s most significant local revenue source, the sales tax. 125-134 Debt Capacity These schedules present information to help the reader assess the affordability of the Village’s current levels of outstanding debt and the Village’s ability to issue additional debt in the future. 135-137 Demographic and Economic Information These schedules offer demographic and economic indicators to help the reader understand the environment within which the Village’s financial activities take place. 138-139 Operating Information These schedules contain service and infrastructure data to help the reader understand how the information in the Village’s financial report relates to the services the Village provides and the activities it performs. 140-145 Sources: Unless otherwise noted, the information in these schedules is derived from the annual comprehensive financial reports for the relevant year. Fiscal Year 2014 2015 2016 2017 GOVERNMENTAL ACTIVITIES Net investment in capital assets 60.7$ 60.7$ 60.5$ 61.8$ Restricted 11.5 11.3 12.3 14.8 Unrestricted (deficit)12.1 (27.2) (26.1) (27.1) TOTAL GOVERNMENTAL ACTIVITIES 84.3$ 44.8$ 46.7$ 49.5$ BUSINESS-TYPE ACTIVITIES Net investment in capital assets 30.6$ 31.3$ 30.6$ 29.9$ Restricted - - - - Unrestricted 3.7 2.2 3.9 6.6 TOTAL BUSINESS-TYPE ACTIVITIES 34.3$ 33.5$ 34.5$ 36.5$ PRIMARY GOVERNMENT Net investment in capital assets 91.3$ 92.0$ 91.1$ 91.7$ Restricted 11.5 11.3 12.3 14.8 Unrestricted (deficit)15.8 (25.0) (22.2) (20.5) TOTAL PRIMARY GOVERNMENT 118.6$ 78.3$ 81.2$ 86.0$ Data Source Audited Financial Statements Data in millions VILLAGE OF OAK BROOK, ILLINOIS NET POSITION BY COMPONENT Last Ten Fiscal Years - 115 - 2018 2019 2020 2021 2022 2023 65.4$ 67.5$ 69.2$ 75.9$ 78.9$ 76.5$ 15.3 15.1 12.6 13.4 17.8 21.3 (32.3) (30.8) (25.6) (21.3) (18.8) (9.2) 48.4$ 51.8$ 56.2$ 68.0$ 77.9$ 88.6$ 29.8$ 34.0$ 37.5$ 44.1$ 41.2$ 41.1$ - - - 0.3 1.0 - 7.3 6.8 6.7 4.2 22.8 28.4 37.1$ 40.8$ 44.2$ 48.6$ 65.0$ 69.5$ 95.2$ 101.5$ 106.7$ 120.0$ 120.1$ 117.6$ 15.3 15.1 12.6 13.7 18.8 21.3 (25.0) (24.0) (18.9) (17.1) 4.0 19.2 85.5$ 92.6$ 100.4$ 116.6$ 142.9$ 158.1$ - 116 - Fiscal Year 2014 2015 2016 2017 EXPENSES Governmental Activities General government 4.5$ 5.3$ 4.7$ 5.7$ Public safety 14.7 24.6 17.2 17.4 Public works 4.9 7.7 6.4 3.8 Culture and recreation 2.0 1.5 1.5 1.7 Interest on long-term debt 0.3 0.3 0.3 0.3 Total governmental activities expenses 26.4 39.4 30.1 28.9 Business-Type Activities Water 7.0 8.0 7.9 7.9 Sports Core 3.6 3.7 3.4 3.5 Total business-type activities expenses 10.6 11.7 11.3 11.4 TOTAL PRIMARY GOVERNMENT EXPENSES 37.0$ 51.1$ 41.4$ 40.3$ PROGRAM REVENUES Governmental Activities Charges for services General government 1.9$ 1.8$ 2.1$ 2.6$ Public safety 1.2 1.2 1.3 1.3 Operating grants and contributions 0.4 0.2 0.2 0.2 Capital grants 0.3 - - - Total governmental activities program revenues 3.8 3.2 3.6 4.1 Business-Type Activities Charges for services Water 7.0 7.7 8.8 9.9 Sports Core 3.1 3.2 3.4 3.4 Golf' surcharge - - - 0.1 Capital grants Sports Core - - - - Total business-type activities program revenues 10.1 10.9 12.2 13.4 TOTAL PRIMARY GOVERNMENT PROGRAM REVENUES 13.9$ 14.1$ 15.8$ 17.5$ NET REVENUES (EXPENSES) Governmental activities (22.6)$ (36.2)$ (26.5)$ (24.8)$ Business-type activities (0.5) (0.8) 0.9 2.0 TOTAL PRIMARY GOVERNMENT NET REVENUES (EXPENSES)(23.1)$ (37.0)$ (25.6)$ (22.8)$ VILLAGE OF OAK BROOK, ILLINOIS CHANGE IN NET POSITION Last Ten Fiscal Years - 117 - 2018 2019 2020 2021 2022 2023 5.5$ 6.1$ 4.5$ 4.4$ 4.3$ 6.2$ 18.9 18.9 15.5 14.6 21.2 22.5 5.0 5.3 5.1 4.6 4.5 5.6 1.7 1.8 2.3 1.3 1.4 1.7 0.3 0.2 0.2 0.2 0.2 - 31.4 32.3 27.6 25.1 31.6 36.0 8.8 7.1 6.8 8.3 7.4 7.9 3.5 3.8 3.2 3.2 3.5 3.9 12.3 10.9 10.0 11.5 10.9 11.8 43.7$ 43.2$ 37.6$ 36.6$ 42.5$ 47.8$ 4.5$ 5.3$ 4.0$ 3.0$ 3.0$ 4.5$ 1.5 1.8 1.0 1.5 1.8 2.3 0.2 0.2 0.9 0.5 0.7 0.6 - - - - 0.6 0.7 6.2 7.3 5.9 5.0 6.1 8.1 9.8 10.0 9.9 11.7 12.0 10.1 3.2 3.4 2.9 3.9 4.9 5.0 0.1 0.1 0.1 0.2 - - - - - 0.2 - - 13.1 13.5 12.9 16.0 16.9 15.1 19.3$ 20.8$ 18.8$ 21.0$ 23.0$ 23.2$ (25.2)$ (25.0)$ (21.7)$ (20.1)$ (25.5)$ (27.9)$ 0.8 2.6 2.9 4.5 6.0 3.3 (24.4)$ (22.4)$ (18.8)$ (15.6)$ (19.5)$ (24.6)$ - 118 - Fiscal Year 2014 2015 2016 2017 GENERAL REVENUES AND OTHER CHANGES IN NET POSITION Governmental Activities Taxes Sales and local use taxes 17.7$ 18.1$ 19.3$ 18.3$ Utility 5.2 5.7 6.0 6.0 Other 2.5 2.8 2.7 3.0 Intergovernmental - - - - Investment earnings (0.2) 0.2 0.3 0.3 Special items - - - - Miscellaneous - 0.2 - - Transfers (0.5) (0.5) - - Total governmental activities 24.7 26.5 28.3 27.6 Business-Type Activities Investment earnings - - - - Miscellaneous - - - - Gain on sale of capital assets - - - - Transfers 0.5 0.5 - - Total business-type activities 0.5 0.5 - - TOTAL PRIMARY GOVERNMENT 25.2$ 27.0$ 28.3$ 27.6$ CHANGE IN NET POSITION Governmental activities 2.1$ (9.7)$ 1.8$ 2.8$ Business-type activities - (0.3) 0.9 2.0 TOTAL PRIMARY GOVERNMENT CHANGE IN NET POSITION 2.1$ (10.0)$ 2.7$ 4.8$ Note: Intergovernmental revenues were presented separately beginning in 2021. Data Source Audited Financial Statements Data in millions Last Ten Fiscal Years VILLAGE OF OAK BROOK, ILLINOIS CHANGE IN NET POSITION (Continued) - 119 - 2018 2019 2020 2021 2022 2023 18.6$ 21.5$ 18.9$ 7.1$ 7.8$ 7.9$ 6.1 6.3 5.8 5.7 5.2 4.3 3.2 0.1 0.1 1.3 1.9 2.2 - - - 17.5 20.1 19.7 0.6 1.1 0.6 (0.1) (0.1) 2.7 - - - - - 1.7 - 0.1 1.1 0.3 0.4 0.1 - (0.7) (0.4) - - - 28.5 28.4 26.1 31.8 35.3 38.6 0.1 0.2 0.1 - 0.03 1.18 - 0.1 (0.1) - - - - - - - 10.40 - - 0.7 0.4 - - - 0.1 1.0 0.4 - 10.43 1.2 28.6$ 29.4$ 26.5$ 31.8$ 45.7$ 39.8$ 3.3$ 3.4$ 4.4$ 11.7$ 9.8$ 10.7$ 0.9 3.6 3.3 4.5 16.4 4.5 4.2$ 7.0$ 7.7$ 16.2$ 26.2$ 15.2$ - 120 - Fiscal Year 2014 2015 2016 2017 GENERAL FUND Nonspendable 109,092$ 53,406$ 58,444$ 56,649$ Unrestricted Committed - - - - Assigned 205,050 - - - Unassigned 15,799,127 17,206,014 20,014,100 20,998,025 TOTAL GENERAL FUND 16,113,269$ 17,259,420$ 20,072,544$ 21,054,674$ ALL OTHER GOVERNMENTAL FUNDS Nonspendable -$ -$ -$ -$ Restricted 11,533,335 11,296,764 12,439,354 14,813,261 TOTAL ALL OTHER GOVERNMENTAL FUNDS 11,533,335$ 11,296,764$ 12,439,354$ 14,813,261$ Data Source Audited Financial Statements VILLAGE OF OAK BROOK, ILLINOIS FUND BALANCES OF GOVERNMENTAL FUNDS Last Ten Fiscal Years - 121 - 2018 2019 2020 2021 2022 2023 56,010$ 90,072$ 55,521$ 55,773$ 55,869$ 60,448$ - - - - - - - - - - - - 21,697,317 24,963,696 28,146,628 31,292,165 38,452,034 42,523,746 21,753,327$ 25,053,768$ 28,202,149$ 31,347,938$ 38,507,903$ 42,584,194$ -$ -$ -$ -$ -$ 125,000$ 15,356,444 15,040,518 12,636,679 12,192,144 13,797,607 21,341,458 15,356,444$ 15,040,518$ 12,636,679$ 12,192,144$ 13,797,607$ 21,466,458$ - 122 - Fiscal Year 2014 2015 2016 2017 REVENUES Sales tax 12,149,324$ 12,346,857$ 13,072,837$ 12,481,210$ Non-home rules sales tax 5,384,857 5,637,241 5,991,262 5,581,924 Other intergovernmental 2,274,102 1,925,962 1,939,598 1,929,507 Utility taxes 5,203,835 5,673,868 5,967,345 6,033,358 Hotel/motel tax 1,049,631 1,194,811 1,270,131 1,265,583 Licenses and permits 1,448,471 1,385,341 1,882,598 2,205,571 Charges for services 1,044,934 1,058,929 1,075,234 1,106,204 Fines and permits 189,060 177,588 159,799 144,833 Investment income (155,427) 138,593 203,467 309,786 Miscellaneous 424,552 625,504 421,967 457,543 Total revenues 29,013,339 30,164,694 31,984,238 31,515,519 EXPENDITURES General government 5,072,205 4,331,061 4,343,678 5,019,819 Public safety 14,324,720 14,597,010 15,190,063 16,155,248 Public works 4,937,146 7,520,877 6,055,657 3,772,803 Culture and recreations 1,898,393 1,635,690 1,709,465 2,467,432 Capital outlay - - - - Debt service - principal 425,000 384,913 420,000 457,000 Interest and issuance costs 346,094 326,465 309,761 287,180 Total expenditures 27,003,558 28,796,016 28,028,624 28,159,482 EXCESS (DEFICIENCY) OF REVENUES OVER EXPENDITURES 2,009,781 1,368,678 3,955,614 3,356,037 OTHER FINANCING SOURCES (USES) Transfers in 156,840 - 516,221 548,454 Transfers (out)(630,897) (459,098) (516,221) (548,454) Proceeds from sale of capital assets - - - - SBITA issuance - - - - Installment contract issuance - - - - Total other financing sources (uses)(474,057) (459,098) - - NET CHANGE IN FUND BALANCES 1,535,724$ 909,580$ 3,955,614$ 3,356,037$ DEBT SERVICE AS A PERCENTAGE OF NONCAPITAL EXPENDITURES 2.86%2.47%2.69%2.84% Data Source Audited Financial Statements VILLAGE OF OAK BROOK, ILLINOIS CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS Last Ten Fiscal Years - 123 - 2018 2019 2020 2021 2022 2023 12,685,797$ 12,613,608$ 11,507,051$ 16,021,359$ 17,699,843$ 17,524,488$ 5,691,536 5,642,898 4,914,208 6,759,561 7,363,215 7,528,765 1,943,897 2,236,957 3,030,231 3,010,075 4,634,016 4,323,394 6,137,283 6,286,242 5,794,806 5,698,119 5,214,840 4,286,590 1,340,495 1,292,756 458,752 811,146 1,382,607 1,576,776 3,185,402 3,640,730 3,534,650 2,438,302 2,452,506 3,843,934 1,155,142 1,437,850 1,178,173 1,692,157 2,181,752 2,714,860 192,321 203,376 343,288 328,234 257,345 244,617 596,092 1,026,260 621,472 (53,795) (71,167) 2,652,880 609,096 719,806 291,994 261,315 532,126 855,485 33,537,061 35,100,483 31,674,625 36,966,473 41,647,083 45,551,789 6,818,223 4,453,602 3,844,521 4,030,036 4,970,896 5,495,820 16,652,456 17,369,681 16,297,554 16,616,802 17,605,278 21,639,938 6,765,330 8,265,502 7,723,413 11,946,228 8,426,238 4,862,737 1,569,396 1,586,045 2,151,134 1,190,653 1,392,983 1,500,603 - - - - - - 227,000 217,000 305,000 280,000 308,200 479,837 262,820 243,980 224,900 201,500 178,060 83,229 32,295,225 32,135,810 30,546,522 34,265,219 32,881,655 34,062,164 1,241,836 2,964,673 1,128,103 2,701,254 8,765,428 11,489,625 7,790 724,360 971,212 6,450,463 - 1,000,000 (7,790) (704,518) (1,354,773) (6,450,463) - (1,500,000) - - - - - - - - - - - 344,261 - - - - - 411,256 - 19,842 (383,561) - - 255,517 1,241,836$ 2,984,515$ 744,542$ 2,701,254$ 8,765,428$ 11,745,142$ 1.64%1.64%2.01%1.89%1.78%1.74% - 124 - VILLAGE OF OAK BROOK, ILLINOIS ASSESSED VALUE AND ACTUAL VALUE OF TAXABLE PROPERTY Last Ten Levy Years (data in thousands) Total Estimated Estimated Total Taxable Direct Actual Actual Levy Residential Commercial Industrial Railroad Assessed Tax Taxable Taxable Year Property Property Property Property Value Rate Value Value 2014 849,811$ 414,919$ -$ 13$ 1,264,743$ -$ 3,794,229$ 33.333% 2015 895,787 440,733 - 13 1,336,533 - 4,009,599 33.333% 2016 967,085 461,677 - 13 1,428,775 - 4,286,325 33.333% 2017 1,024,334 486,517 - 13 1,510,864 - 4,532,592 33.333% 2018 1,053,490 508,384 - 13 1,561,887 - 4,685,661 33.333% 2019 1,062,063 538,892 - 13 1,600,968 - 4,802,904 33.333% 2020 1,106,164 536,254 - 13 1,642,431 - 4,927,293 33.333% 2021 1,127,218 546,817 - 13 1,674,048 - 5,022,144 33.333% 2022 1,128,117 546,829 - 13 1,674,959 - 5,024,877 33.333% 2023 1,152,379 571,428 - 13 1,723,820 - 5,171,460 33.333% Data Source Office of the County Clerk DuPage and Cook County Note: Property in the Village is reassessed each year. Property is assessed at 33% of actual value. Data in thousands. - 125 - Tax Levy Year 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Tax Rates Village of Oak Brook -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Basic Town 0.4993 0.4783 0.4490 0.4145 0.4006 0.3932 0.3848 0.3848 0.3848 0.3605 Junior College #502 0.2975 0.2786 0.2626 0.2431 0.2317 0.2112 0.2114 0.2114 0.2114 0.1946 Grade School #53 1.2932 1.2435 1.1710 1.1415 1.1447 1.1591 1.1643 1.1643 1.1643 1.2165 High School #86 1.5921 1.5592 1.4731 1.4380 1.4415 1.6110 1.6142 1.6129 1.6129 1.6639 Oak Brook Park District 0.2442 0.2349 0.2229 0.2184 0.2940 0.2923 0.2874 0.2874 0.2874 0.3081 TOTAL TAX RATES 3.9263$ 3.7945$ 3.5786$ 3.4555$ 3.5125$ 3.6668$ 3.6621$ 3.6608$ 3.6608$ 3.7436$ Note: Basic Town includes all county, forest preserve, and township rates. Property tax rates are per $100 of assessed valuation. Data Source Office of the County Clerk VILLAGE OF OAK BROOK, ILLINOIS DIRECT AND OVERLAPPING GOVERNMENTS Last Ten Levy Years - 126 - Sales Sales Taxes Taxes Taxpayer Revenue Taxpayer Revenue Ahead Inc.Apple Inc. Apple Inc.Carvana LLC Carvana LLC Lord & Taylor LLC CD Peacock 1837 Inc.Macy's Costco Wholesale 388 The Neiman Marcus Group LLC Louis Vuitton Nordstrom Inc. Macys Nordstrom Rack Nordstrom Inc.Sears Roebuck & Co. Room & Board Inc.Tesla Motors, Inc. The Neiman Marcus Group LLC Tiffany & Co. TOP TEN TOTAL 7,320,731 $ TOP TEN TOTAL 6,180,056 $ TOTAL SALES TAX REVENUE 17,404,486 $ TOTAL SALES TAX REVENUE 12,004,427 $ TOP TEN AS A PERCENT OF TOP TEN AS A PERCENT OF SALES TAX REVENUE 42.06%SALES TAX REVENUE 51.48% Data Source Illinois Department of Revenue - above represents January 1 - December 31 Village cash collections. Note:Confidentiality rules of the Illinois Department of Revenue prohibit disclosure of individual taxpayer payment information.The data presented above is organized alphabetically with revenue for the top ten taxpayers reported in aggregate for the years presented. VILLAGE OF OAK BROOK, ILLINOIS PRINCIPAL SALES TAX PAYERS Current Year and Nine Years Ago 2023 2014 - 127 - DuPage County Regional Village Water Transportation Village Fiscal Direct State DuPage County Commission Authority Non-Home Rule Total Year Rate Rate Rate Rate Rate Rate Rate 2014 1.00%5.00%0.25%0.25%0.75%0.50%7.75% 2015 1.00%5.00%0.25%0.25%0.75%0.50%7.75% 2016 1.00%5.00%0.25%0.00%0.75%0.50%7.50% 2017 1.00%5.00%0.25%0.00%0.75%0.50%7.50% 2018 1.00%5.00%0.25%0.00%0.75%0.50%7.50% 2019 1.00%5.00%0.25%0.00%0.75%0.50%7.50% 2020 1.00%5.00%0.25%0.00%0.75%0.50%7.50% 2021 1.00%5.00%0.25%0.00%0.75%0.50%7.50% 2022 1.00%5.00%0.25%0.00%0.75%0.50%7.50% 2023 1.00%5.00%0.25%0.00%0.75%0.50%7.50% Data Sources Village Records VILLAGE OF OAK BROOK, ILLINOIS DIRECT AND OVERLAPPING SALES TAX RATES Last Ten Fiscal Years - 128 - (1) Estimated Sales 2020 Municipality Rank Sales Per Capita Population Chicago 1 38,678,280,251$ 14,083$ 2,746,388 Naperville 2 4,754,434,419 31,794 149,540 Schaumburg 3 4,190,009,928 53,225 78,723 Springfield 4 3,675,376,890 32,129 114,394 Mt. Prospect 5 3,488,245,797 61,357 56,852 Aurora 6 3,180,958,054 17,619 180,542 Joliet 7 3,053,986,825 20,311 150,362 Rockford 8 2,978,644,911 20,037 148,655 Peoria 9 2,655,491,159 23,469 113,150 Orland Park 10 2,587,590,538 44,079 58,703 Glenview 11 2,371,513,514 48,691 48,705 Champaign 12 2,242,314,290 25,394 88,302 Bloomington 13 2,165,368,379 27,521 78,680 Elgin 14 2,097,445,402 18,271 114,797 Bolingbrook 15 2,007,340,614 27,155 73,922 Niles 16 1,934,070,411 34,555 55,971 Skokie 17 1,906,492,183 28,109 67,824 Vernon Hills 18 1,813,650,355 67,547 26,850 Tinley Park 19 1,799,126,327 58,202 30,912 St. Charles 20 1,770,366,875 30,334 58,362 Oak Brook 21 1,756,592,420 215,190 8,163 Elk Grove Village 22 1,622,871,873 50,610 32,066 Normal 23 1,579,399,308 29,470 53,594 Downers Grove 24 1,558,745,904 31,022 50,247 Arlington Heights 25 1,543,347,986 19,869 77,676 Data Source Source: U.S. Census Bureau, 2020 Population Estimates. VILLAGE OF OAK BROOK, ILLINOIS RETAIL SALES VOLUME - TOP 25 ILLINOIS COMMUNITIES State Collection Period January 1, 2023 Through December 31, 2023 Note (1):Distributions to municipalities of the 1%municipal tax were used to calculate the estimated retail sales.Actual sales tax amounts were received by the municipalities April 1,2023 through March 31, 2024. - 129 - % Change % Change % Change Fiscal Year Village Share/from Non-Home Rule from Total from Ended State Sales Preceding Sales Tax Preceding Sales Tax Preceding December 31,Tax Receipts Year Receipts Year Receipts Year 2014 12,004,427$ 3.12%5,336,836$ 3.19%17,341,263$ 3.14% 2015 12,376,637 3.10%5,667,235 6.19%18,043,872 4.05% 2016 13,021,926 5.21%5,997,652 5.83%19,019,578 5.41% 2017 12,541,909 (3.69%)5,711,846 (4.77%)18,253,755 (4.03%) 2018 12,364,673 (1.41%)5,581,941 (2.27%)17,946,614 (1.68%) 2019 12,585,990 1.79%5,682,101 1.79%18,268,091 1.79% 2020 11,743,296 (6.70%)5,097,177 (10.29%)16,840,473 (7.81%) 2021 14,352,323 22.22%6,076,409 19.21%20,428,732 21.31% 2022 17,984,683 25.31%7,471,148 22.95%25,455,831 24.61% 2023 17,704,486 (1.56%)7,518,876 0.64%25,223,362 (0.91%) Data Source Village Records VILLAGE OF OAK BROOK, ILLINOIS SALES TAX RECEIPTS - CASH BASIS Last Ten Fiscal Years - 130 - Month 2018 2019 2020 2021 2022 2023 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 January 941,951$ 1,054,244 $ 1,007,062$ 1,152,252$ 1,439,904$ 1,439,420$ 11.92%(4.48%)14.42%24.96%(0.03%) February 1,041,681 1,152,709 1,147,328 1,093,000 1,532,727 1,432,666 10.66%(0.47%)(4.74%)40.23%(6.53%) March 1,639,138 1,704,528 1,753,040 1,481,425 2,387,675 2,265,277 3.99%2.85%(15.49%)61.17%(5.13%) April 837,767 723,019 909,241 805,520 1,131,169 1,132,843 (13.70%)25.76%(11.41%)40.43%0.15% May 768,902 785,897 891,829 862,808 1,183,441 1,172,490 2.21%13.48%(3.25%)37.16%(0.93%) June 994,866 975,961 751,814 1,127,264 1,464,776 1,343,764 (1.90%)(22.97%)49.94%29.94%(8.26%) July 918,572 936,555 421,088 1,080,672 1,420,923 1,327,410 1.96%(55.04%)156.64%31.49%(6.58%) August 1,066,624 1,071,211 459,383 1,246,636 1,483,558 1,488,644 0.43%(57.12%)171.37%19.00%0.34% September 1,058,046 1,054,405 890,754 1,310,110 1,539,864 1,582,997 (0.34%)(15.52%)47.08%17.54%2.80% October 1,020,698 1,013,832 1,001,518 1,316,459 1,471,009 1,472,196 (0.67%)(1.21%)31.45%11.74%0.08% November 1,092,064 1,109,019 1,156,812 1,458,671 1,531,865 1,628,728 1.55%4.31%26.09%5.02%6.32% December 984,364 1,004,610 1,353,427 1,417,506 1,397,773 1,418,048 2.06%34.72%4.73%(1.39%)1.45% TOTAL 12,364,673$ 12,585,990$ 11,743,296$ 14,352,323$ 17,984,684$ 17,704,483$ 1.79%(6.70%)22.22%25.31%(1.56%) Data Source Village Records VILLAGE OF OAK BROOK, ILLINOIS STATE SALES TAX RECEIPTS BY MONTH - CASH BASIS Last Six Fiscal Years Fiscal Year Ended December 31, Percentage Change From Preceding Year - 131 - Month 2018 2019 2020 2021 2022 2023 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 January 420,506$ 470,364 $ 455,347 $ 503,530 $ 583,906 $ 580,095 $ 11.86%(3.19%)10.58%15.96%(0.65%) February 472,116 527,597 523,295 468,508 620,650 604,448 11.75%(0.82%)(10.47%)32.47%(2.61%) March 758,180 794,849 806,633 656,995 1,034,891 976,828 4.84%1.48%(18.55%)57.52%(5.61%) April 373,991 321,103 390,845 324,939 441,234 493,190 (14.14%)21.72%(16.86%)35.79%11.78% May 341,784 351,510 386,430 362,110 459,331 503,671 2.85%9.93%(6.29%)26.85%9.65% June 449,890 441,058 306,259 493,875 570,884 556,595 (1.96%)(30.56%)61.26%15.59%(2.50%) July 417,534 423,426 159,445 467,393 560,876 564,620 1.41%(62.34%)193.14%20.00%0.67% August 486,225 482,610 176,726 547,423 636,568 635,476 (0.74%)(63.38%)209.76%16.28%(0.17%) September 482,931 475,733 386,033 566,663 659,035 681,996 (1.49%)(18.86%)46.79%16.30%3.48% October 465,528 460,860 430,006 540,135 643,915 649,642 (1.00%)(6.69%)25.61%19.21%0.89% November 469,270 479,809 468,485 568,062 659,158 659,986 2.25%(2.36%)21.26%16.04%0.13% December 443,986 453,182 607,673 576,774 600,701 612,330 2.07%34.09%(5.08%)4.15%1.94% TOTAL 5,581,941$ 5,682,101$ 5,097,177$ 6,076,407$ 7,471,149$ 7,518,877$ 1.79%(10.29%)19.21%22.95%0.64% Note: The Village's non-home rule sales tax was effective July 1, 2004 with collections beginning in October 2004. Data Source Village Records Percentage Change From Preceding Year VILLAGE OF OAK BROOK, ILLINOIS NON-HOME RULE SALES TAX RECEIPTS BY MONTH - CASH BASIS Last Six Fiscal Years Fiscal Year Ended December 31, - 132 - Fiscal Years 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 General merchandise 1,611,302$ 1,408,191$ 1,305,272$ 1,180,117$ 1,142,607$ 1,056,602$ 598,450$ 945,102$ 970,078$ 1,061,957$ Food 57,974 170,497 167,143 191,370 212,053 194,717 104,847 144,642 165,939 111,949 Drinking and eating places 1,717,184 1,770,370 1,844,551 1,866,420 1,931,879 1,909,022 1,087,384 1,799,466 2,402,304 2,686,463 Apparel 3,141,898 3,078,876 2,989,258 2,931,827 2,947,860 2,840,152 1,574,681 2,972,244 3,380,277 3,447,718 Furniture, H.H., and radio 1,421,458 1,606,454 1,613,318 1,472,053 1,601,424 1,485,474 1,163,192 1,509,090 1,830,894 1,773,111 Lumber, building, and hardware 8,686 6,623 4,642 6,603 1,478 56,539 793,096 658,569 639,377 368,841 Automotive and filling stations 1,682,593 1,698,040 1,683,947 1,884,059 1,921,190 2,003,910 2,339,720 3,336,501 3,894,779 3,400,261 Drugs and other retail 1,530,596 1,817,539 1,857,751 1,842,238 1,761,720 1,784,167 1,637,361 2,666,575 2,826,391 3,129,249 Agriculture and all others 486,652 506,631 1,368,475 805,122 633,820 594,012 520,394 735,593 906,174 1,016,130 Manufacturers 451,814 238,943 204,789 262,420 499,353 657,270 1,743,418 1,211,306 663,358 484,880 TOTAL 12,110,156$ 12,302,164$ 13,039,146$ 12,442,229$ 12,653,384$ 12,581,865$ 11,562,543$ 15,979,088$ 17,679,571$ 17,480,559$ Village direct sales tax rate 1.00%1.00%1.00%1.00%1.00%1.00%1.00%1.00%1.00%1.00% Note: Gross receipts include both Cook and DuPage County 1% municipal sales tax. Amounts reflect sales tax collected by the Village between April 1 and March 31 as reported by the state. Data Source Illinois Department of Revenue - Local Tax Allocation Division VILLAGE OF OAK BROOK, ILLINOIS SALES TAX BY CATEGORY Last Ten Fiscal Years - 133 - Fiscal Years 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 General merchandise 799,234$ 697,506$ 646,561$ 584,228$ 566,703$ 522,037$ 294,715$ 466,236$ 479,821$ 523,583$ Food 26,475 82,154 79,404 90,688 100,691 93,947 51,418 71,292 81,824 55,037 Drinking and eating places 854,898 880,598 916,540 927,586 945,281 952,124 537,493 895,054 1,190,009 1,337,673 Apparel 1,570,256 1,538,617 1,493,830 1,464,698 1,450,824 1,419,082 786,163 1,484,558 1,688,306 1,722,388 Furniture, H.H., and radio 707,730 801,746 806,090 737,997 788,327 742,296 579,513 753,972 915,160 886,176 Lumber, building, and hardware 4,341 3,290 2,311 3,292 721 28,266 396,548 329,285 314,423 184,342 Automotive and filling stations 461,447 454,848 443,470 505,785 523,197 538,943 504,204 577,852 657,617 639,359 Drugs and other retail 717,631 862,594 880,058 871,568 824,589 848,731 761,027 1,266,415 1,363,153 1,508,030 Agriculture and all others 221,375 233,499 662,998 375,069 282,685 268,657 226,688 335,313 420,463 474,537 Manufacturers 78,163 80,757 88,331 125,245 240,930 326,811 871,347 605,480 331,433 242,169 TOTAL 5,441,550$ 5,635,609$ 6,019,593$ 5,686,156$ 5,723,948$ 5,740,894$ 5,009,116$ 6,785,457$ 7,442,209$ 7,573,294$ Village non-home rule sales tax rate 0.50%0.50%0.50%0.50%0.50%0.50%0.50%0.50%0.50%0.50% Note: Gross receipts include both Cook and DuPage County 1% municipal sales tax. Amounts reflect sales tax collected between April 1 and March 31 as reported by the state. Data Source Illinois Department of Revenue - Local Tax Allocation Division VILLAGE OF OAK BROOK, ILLINOIS NON-HOME RULE SALES TAX BY CATEGORY Last Ten Fiscal Years - 134 - VILLAGE OF OAK BROOK, ILLINOIS RATIOS OF OUTSTANDING DEBT BY TYPE Last Ten Fiscal Years Ratio of Total Business-Type Outstanding Total Activities Debt to Outstanding Total Installment Installment Total Equalized Debt Per Outstanding Fiscal Notes Installment Notes Primary Assessed Personal Debt Per Year Payable Contract Leases SBITAs Payable Government Valuation* Income Capita* 2014 4,592,176$ -$ -$ -$ -$ 4,592,176$ 0.36%0.44%582.54$ 2015 4,207,263 - - - - 4,207,263 0.33%0.41%533.71 2016 3,787,263 - - - - 3,787,263 0.28%0.36%480.43 2017 3,330,263 - - - - 3,330,263 0.23%0.31%422.46 2018 3,103,263 - 61,509 - - 3,164,772 0.21%0.30%401.47 2019 2,886,263 - 450,871 - - 3,337,134 0.21%0.31%423.33 2020 2,581,263 - 534,667 - - 3,115,930 0.19%0.29%395.27 2021 2,301,263 - 501,602 - - 2,802,865 0.18%0.27%343.36 2022**1,993,063 - 2,207,515 - - 4,200,578 0.26%0.35%514.59 2023***- 315,668 1,906,398 405,602 - 2,627,668 0.16%0.20%321.90 Note: Details of the Village's outstanding debt can be found in the notes to financial statements. Data Source Village records ***The Village implemented GASB Statement No. 96 for the fiscal year ended December 31, 2023. Activities Governmental *See the schedule of Demographic and Economic Information on page 138 for personal income and population. **The Village implemented GASB Statement No. 87 for the fiscal year ended December 31, 2022. - 135 - (2) *Percentage (1)of Debt (3) Gross Applicable to **Government's Debt Government Share of Debt DIRECT DEBT Village of Oak Brook 1,906,398$ 100.00%1,906,398$ OVERLAPPING DEBT DuPage County 137,893,149 3.77%5,191,703 DuPage Forest Preserve 80,425,000 3.77%3,028,017 DuPage Water Commission - 4.17%- Sanitary Districts - 18.40%- Park Districts 21,424,136 80.23%17,187,886 Elementary School Districts 217,107,102 20.17%43,784,622 High School Districts 318,245,578 10.39%33,053,669 Junior College 502 103,020,000 3.89%4,011,295 Unit District 205 258,822,530 5.17%13,372,183 Total overlapping debt 1,136,937,495 119,629,375 TOTAL 1,138,843,893$ 121,535,773$ Note: Totals may not be exact due to rounding. **Amount in column (2) multiplied by amount in column (1). Data Source Office of the County Clerk DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT December 31, 2023 VILLAGE OF OAK BROOK, ILLINOIS Governmental Unit *Determined by ratio of assessed value of property subject to taxation in overlapping unit to value of subject to taxation in the Village. - 136 - Fiscal Year 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Legal debt limit 109,992,484$ 109,084,108$ 115,276,061$ 123,289,569$ 130,392,337$ 134,790,061$ 138,083,532$ 144,386,656$ 144,386,656$ 148,679,632$ Total net debt applicable to limit 820,000 555,000 280,000 - - - - - - - LEGAL DEBT MARGIN 109,172,484$ 108,529,108$ 114,996,061$ 123,289,569$ 130,392,337$ 134,790,061$ 138,083,532$ 144,386,656$ 144,386,656$ 148,679,632$ Total net debt applicable to the limit as a percentage of debt limit 0.75%0.51%0.24%0.00%0.00%0.00%0.00%0.00%0.00%0.00% Legal Debt Margin Calculation for Fiscal Year 2023 Assessed value 1,723,821,817$ Legal debt margin 8.625% Debt limit 148,679,632 Debt applicable to limit General obligation bonds - LEGAL DEBT MARGIN 148,679,632$ VILLAGE OF OAK BROOK, ILLINOIS LEGAL DEBT MARGIN INFORMATION Last Ten Fiscal Years - 137 - Per Capita Fiscal Personal Personal Unemployment Year Population Income Income Rate 2014 7,883 (E)131,719$ 1,038,340,877$ 4.6% 2015 7,883 (E)131,719 1,038,340,877 4.6% 2016 7,883 (E)131,719 1,038,340,877 4.4% 2017 8,077 (E)131,719 1,063,894,363 3.9% 2018 8,077 (E)131,719 1,063,894,363 2.9% 2019 8,077 (E)131,719 1,063,894,363 2.2% 2020 8,077 (E)131,719 1,063,894,363 6.7% 2021 8,163 (E)131,719 1,075,222,197 4.5% 2022 8,163 (E)146,409 1,195,136,667 3.7% 2023 8,163 (E)158,663 1,295,166,069 3.7% (E) Estimate Note: Latest information available for DuPage County Data Source Village records VILLAGE OF OAK BROOK, ILLINOIS DEMOGRAPHIC AND ECONOMIC INFORMATION Last Ten Fiscal Years - 138 - % of % of Number of Total Village Number of Total Village Employer Employees Rank Population Employees Rank Population Oakbrook Center Mall 1 7,275 89.12%1 4500 57.1% Advocate Health Care 2 1,853 22.70%3 1906 24.2% Ace Hardware Corporation 3 1,096 13.43%4 836 10.6% Hub Group 4 640 7.84%6 540 6.9% Chamberlain Group 5 600 7.35% Millenium Trust 6 477 5.84% Blistex 7 455 5.57%10 210 2.7% Inland Real Estate Group of Companies 8 357 4.37%5 783 9.9% TreeHouse Foods 9 329 4.03% Lions Clubs International 10 321 3.93%8 280 3.6% McDonald's Corporation 2 2525 32.0% ADT Security Service, Inc.7 360 4.6% Newell Rubbermaid 9 263 3.3% Follett Higher Education Data Source Selective Telephone and Email Survey 2014 VILLAGE OF OAK BROOK, ILLINOIS PRINCIPAL EMPLOYERS Current Year and Nine Years Ago 2023 - 139 - Function/Program 2014 2015 2016 2017 GENERAL GOVERNMENT Board of Trustees 0.50 0.50 0.50 0.50 Village Clerk 1.25 2.75 2.08 2.03 Legal 0.25 0.25 0.35 0.00 General Management 3.00 2.00 1.72 1.60 Human Resources 2.00 2.00 1.10 1.28 Risk Management 0.50 0.50 0.20 0.20 Customer Service 0.00 0.00 1.20 1.20 Business Licenses 0.00 0.00 0.00 0.00 Communications and Marketing 0.50 0.00 0.00 0.00 Purchasing 1.00 1.00 0.00 0.00 Information Services 2.00 2.00 2.65 2.90 Geographic Information Systems 0.00 0.00 0.35 0.35 Total General Government 11.00 11.00 10.15 10.06 FINANCIAL SERVICES Financial Services Management 1.00 1.00 0.88 1.00 Accounting and Reporting 3.00 3.00 4.05 3.05 Customer Service 1.50 1.50 0.00 0.00 Purchasing 0.00 0.00 1.00 1.00 Total Financial Services 5.50 5.50 5.93 5.05 PUBLIC WORKS Buildings and Grounds 1.00 1.00 1.00 1.50 Forestry 0.00 0.00 0.20 0.20 Garage Operations 2.00 2.00 2.48 2.48 Water Operations 7.00 7.00 7.00 7.00 Public Works Management 2.50 2.50 3.00 3.00 Streets - General Salaries 6.50 6.50 6.90 7.90 Total Public Works 19.00 19.00 20.58 22.08 LIBRARY Library General Operations 5.50 6.50 5.88 5.75 Technical Services 2.00 2.00 1.80 1.80 Reference and User Services 3.00 2.00 1.95 1.90 Youth Services 2.00 2.00 1.95 1.90 Total Library 12.50 12.50 11.58 11.35 POLICE Police Services Management 3.00 3.00 3.00 3.00 Police Field Services 31.00 31.00 32.20 32.20 Police Auxiliary 0.00 5.00 0.28 0.50 Police General Support 4.00 4.00 4.00 4.00 Police Investigations 6.00 6.00 6.00 6.00 Village Communications Center 0.00 0.00 0.00 0.00 Police Support Services 3.50 3.50 3.25 3.25 Police Adjudication 0.00 0.00 0.00 0.00 Total Police 47.50 52.50 48.73 48.95 VILLAGE OF OAK BROOK, ILLINOIS FULL-TIME EQUIVALENT EMPLOYEES Last Ten Fiscal Years - 140 - 2018 2019 2020 2021 2022 2023 0.50 0.50 0.50 0.50 0.50 0.45 1.58 1.55 1.55 1.55 1.55 1.55 0.00 0.00 0.00 0.00 0.00 0.00 1.60 1.50 1.50 1.50 1.50 2.50 0.95 1.25 1.25 1.25 1.25 2.00 0.20 0.20 0.20 0.20 0.20 0.00 1.20 1.20 1.20 0.90 0.90 0.90 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.40 2.95 2.95 1.90 1.90 2.00 0.35 0.35 0.70 0.70 0.70 0.00 8.78 9.50 9.85 8.50 8.50 9.40 1.00 1.00 1.00 1.00 1.00 1.00 3.05 3.40 3.70 3.70 3.70 3.00 0.00 0.00 0.00 0.00 0.00 0.00 1.00 1.00 1.00 1.00 1.00 1.00 5.05 5.40 5.70 5.70 5.70 5.00 3.00 2.00 2.50 2.50 2.50 2.50 0.20 0.20 0.20 0.20 0.00 0.00 1.98 1.98 1.98 1.98 1.98 1.50 7.00 7.00 7.00 7.00 5.50 5.50 3.00 3.00 3.00 3.00 3.00 3.00 7.40 7.40 7.40 7.40 6.70 7.50 22.58 21.58 22.08 22.08 19.68 20.00 4.75 5.10 5.55 5.25 5.25 5.25 1.80 1.80 1.80 1.80 1.80 1.80 1.90 1.90 1.90 3.75 3.75 3.75 1.90 1.95 1.95 0.00 0.00 0.00 10.35 10.75 11.20 10.80 10.80 10.80 3.00 3.00 3.00 3.00 2.00 3.00 32.20 33.00 33.00 33.00 37.00 32.00 0.50 0.50 0.50 0.50 3.50 3.50 4.00 4.00 5.00 5.00 4.00 5.00 6.00 6.00 6.00 6.00 6.00 6.00 0.00 0.00 0.00 0.00 0.00 0.00 3.25 3.25 3.25 2.00 2.00 4.00 0.00 0.00 0.00 0.00 0.00 0.00 48.95 49.75 50.75 49.50 54.50 53.50 - 141 - Function/Program 2014 2015 2016 2017 FIRE*** Fire and EMS - General Salaries**31.00 31.00 31.00 31.00 Rescue and Fire Service Management 2.20 2.85 2.35 2.35 Fire Rescue and Training 0.00 0.00 0.20 0.20 Emergency Medical Service 6.00 6.00 6.40 6.40 Fire Prevention and Public Safety Education 0.00 0.00 3.60 3.60 Total Fire 39.20 39.85 43.55 43.55 SPORTS CORE Sports Core General Operations 1.50 0.50 1.40 1.50 Swimming Operations 1.40 1.40 1.40 1.15 Tennis 1.15 1.15 1.15 0.65 Sports Core Food & Beverage Operations 1.00 1.50 1.50 1.75 Poolside Grill Food & Beverage Operations 0.80 0.80 0.80 0.80 Golf Club Food & Beverage Operations 0.50 0.50 3.80 3.80 Golf Club General Operations 2.00 2.00 8.00 10.15 Golf Learning and Practice 1.50 1.50 1.50 1.50 Golf Cart Operations 1.10 1.10 1.10 1.10 Golf Course Maintenance 3.00 3.00 13.50 12.50 Total Sports Core 13.95 13.45 34.15 34.90 COMMUNITY DEVELOPMENT Engineering 3.50 3.50 3.40 2.36 Community Development Management 2.50 2.50 2.60 2.60 Code Enforcement 5.50 6.00 5.91 5.26 Total Community Development 11.50 12.00 11.91 10.22 TOTAL 160.15 165.80 186.58 186.16 Data Source Village Records **Six contract firefighter/paramedics are used to supplement the full-time complement of firefighter/paramedics. ***Part-time positions that are filled by off-duty full-time Fire Department personnel are not included.These positions include Fire Prevention Inspectors,Building Inspectors,Administrative Aide,EMS Director,Public Safety Information Coordinator, and CPR Coordinator. VILLAGE OF OAK BROOK, ILLINOIS FULL-TIME EQUIVALENT EMPLOYEES (Continued) Last Ten Fiscal Years Note:Summary represents full-time equivalent positions not including seasonal,temporary,or situational employees.Regular part-time employee hours have been rounded to the nearest quarter full-time equivalent. - 142 - 2018 2019 2020 2021 2022 2023 31.00 31.00 30.00 30.00 30.00 27.00 2.35 2.35 2.35 2.35 1.60 5.00 0.20 0.20 0.20 0.20 0.20 0.20 6.60 11.60 9.50 0.50 0.50 0.50 3.60 3.60 3.60 3.60 3.50 2.50 43.75 48.75 45.65 36.65 35.80 35.20 1.40 1.15 1.00 1.00 1.00 0.00 1.15 0.75 0.75 0.25 0.25 1.10 0.75 0.75 0.50 0.00 0.50 0.00 1.10 1.50 1.80 1.80 1.80 1.00 0.00 0.80 0.80 0.80 0.80 0.80 3.80 3.80 3.80 3.80 5.30 5.30 10.15 10.15 10.00 10.00 10.00 7.20 1.50 1.50 1.50 1.50 1.50 1.60 1.10 1.10 1.10 1.10 1.10 1.10 12.50 12.00 12.00 12.00 11.00 6.70 33.45 33.50 33.25 32.25 33.25 24.80 1.88 1.88 1.88 1.88 1.88 0.00 3.05 3.05 3.05 3.05 3.25 3.65 5.26 5.26 5.26 5.26 5.53 5.01 10.19 10.19 10.19 10.19 10.66 8.66 183.10 189.42 188.67 175.67 178.89 167.36 - 143 - Function/Program 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 PUBLIC SAFETY Police Physical arrests 196 208 191 212 181 178 125 164 664 686 Parking violations 306 299 901 443 404 317 99 29 160 188 Traffic violations 2,986 2,082 1,465 1,495 1,398 1,596 1,345 1,212 1,056 1,135 Fire EMS incidents 1,321 1,329 1,432 1,380 1,408 1,468 1,162 1,493 1,707 2,017 Fire incidents 742 600 630 672 722 693 598 671 1,181 1,214 Community center Police calls dispatched 19,853 19,442 23,924 21,656 23,716 23,200 18,460 20,561 18,173 17,492 Fire/EMS calls dispatched 2,448 2,246 2,407 2,493 2,616 2,711 2,253 2,665 2,888 3,231 WATER New water meters installed 16 33 19 23 13 7 9 18 41 50 Water main breaks repaired 36 17 43 31 29 23 37 38 20 24 Water pumped (millions of gallons)1,080 1,152 1,087 995 966 889 840 916 942 961 LIBRARY Total circulation 90,485 91,205 112,423 105,129 114,014 140,201 78,614 92,718 155,667 177,293 Avg. daily circulation 265 270 318 312 337 384 248 249 412 466 Total holdings 131,973 102,441 97,201 94,353 91,789 88,520 88,994 91,065 93,982 90,088 COMMUNITY DEVELOPMENT Building permits issued 837 850 841 943 908 920 830 865 894 924 Inspections 2,648 2,790 2,999 2,963 2,607 2,510 2,203 2,556 2,686 3,496 Estimated construction value 110,922,495$ 174,948,935$ 99,520,330$ 176,470,285$ 135,704,908$ 167,423,370$ 179,143,947$ 121,039,599$ 133,244,295 215,308,136 SPORTS CORE B&T recreation memberships 338 307 317 294 307 265 - - 382 333 Social memberships 82 81 77 - - - - - - - Total events 72 71 75 65 74 88 8 45 59 25 Golf memberships 143 142 145 151 158 150 152 245 277 279 Total golf rounds 33,861 34,019 39,324 39,863 35,256 36,253 41,396 48,656 46,098 47,660 Data Source Village records VILLAGE OF OAK BROOK, ILLINOIS OPERATING INDICATORS BY FUNCTION Last Ten Fiscal Years - 144 - Function/Program 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 PUBLIC SAFETY Police Stations 1 1 1 1 1 1 1 1 1 1 Area patrols 5 5 5 5 5 5 5 5 5 4 Patrol units 11 11 11 11 11 11 11 11 11 11 Fire Stations 2 2 2 2 2 2 2 2 2 2 Engine 1 1 1 2 1 1 1 1 0 0 Truck 1 1 1 1 1 1 1 1 1 1 Squad 1 1 1 2 1 1 1 1 1 1 Ambulances 2 2 2 2 2 2 3 3 3 3 Incident command vehicle 1 1 1 1 1 1 1 1 1 1 Reserve apparatus 4 4 4 4 4 4 3 3 2 2 Staff and support vehicles 4 3 3 3 3 4 3 3 6 6 PUBLIC WORKS Arterial streets (miles)9 9 9 9 9 9 9 9 24 24 Residential streets (miles)49 49 49 49 49 49 49 49 56 56 Streetlights 565 565 565 565 565 565 565 565 666 666 Traffic intersections 11 11 11 11 11 11 11 11 11 11 WATER Water mains (miles)105 105 105 105 105 105 105 105 111 88 Fire hydrants 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,566 1,119 Storage capacity (gallons)8.0 mil.8.0 mil.8.0 mil.8.0 mil.8.0 mil.8.0 mil. 8.0 mil. 8.0 mil.8.0 mil. 8.0 mil. Data Source Village records VILLAGE OF OAK BROOK, ILLINOIS CAPITAL ASSET STATISTICS BY FUNCTION Last Ten Fiscal Years - 145 -